Focus Partners Wealth
FNCL icon

Focus Partners Wealth’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Focus Partners Wealth’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
2026
Q2 		$279K Buy
3,647
+165
+5% +$12.2K ﹤0.01% 2306
2026
Q1 		$244K Buy
3,482
+15
+0.4% +$1.11K ﹤0.01% 2296
2025
Q4 		$269K Buy
3,467
+541
+18% +$40.9K ﹤0.01% 2283
2025
Q3 		$223K Buy
2,926
+45
+2% +$3.39K ﹤0.01% 2006
2025
Q2 		$213K Buy
2,881
+1
+0% +$69 ﹤0.01% 1838
2025
Q1 		$200K Buy
+2,880
New +$204K ﹤0.01% 1754

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth's FNCL Position: Q2 2026 in Review

Focus Partners Wealth increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 4.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 3,647 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Focus Partners Wealth first reported a position in FNCL in Q1 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Focus Partners Wealth held 3,647 shares of Fidelity MSCI Financials Index ETF worth $279K as of Q2 2026.
  • Focus Partners Wealth bought 165 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $12.2K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2306 holding.
  • Focus Partners Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.