First Manhattan
FNCL icon

First Manhattan’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

First Manhattan’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-550
Closed -$32.7K – 892
2024
Q1 		$32.7K Hold
550
– – ﹤0.01% 963
2023
Q4 		$29.5K Hold
550
– – ﹤0.01% 966
2023
Q3 		$25.6K Hold
550
– – ﹤0.01% 982
2023
Q2 		$25.9K Hold
550
– – ﹤0.01% 986
2023
Q1 		$24.8K Sell
550
-100
-15% -$4.9K ﹤0.01% 1045
2022
Q4 		$31.2K Hold
650
– – ﹤0.01% 1021
2022
Q3 		$28K Buy
650
+46
+8% +$2.16K ﹤0.01% 1037
2022
Q2 		$26K Hold
604
– – ﹤0.01% 1072
2022
Q1 		$32K Buy
604
+54
+10% +$3K ﹤0.01% 1080
2021
Q4 		$30K Hold
550
– – ﹤0.01% 1097
2021
Q3 		$29K Hold
550
– – ﹤0.01% 1096
2021
Q2 		$28K Hold
550
– – ﹤0.01% 1098
2021
Q1 		$26K Buy
+550
New +$25.4K ﹤0.01% 1084

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return