Founders Capital Management (Texas)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Founders Capital Management (Texas)’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 Q1	$479	Hold	7	–	–	﹤0.01%	381
2025 Q4	$528	Hold	7	–	–	﹤0.01%	392
2025 Q3	$516	Hold	7	–	–	﹤0.01%	380
2025 Q2	$499	Hold	7	–	–	﹤0.01%	367
2025 Q1	$467	Hold	7	–	–	﹤0.01%	355
2024 Q4	$459	Hold	7	–	–	﹤0.01%	353
2024 Q3	$425	Hold	7	–	–	﹤0.01%	357
2024 Q2	$384	Hold	7	–	–	﹤0.01%	359
2024 Q1	$392	Hold	7	–	–	﹤0.01%	346
2023 Q4	$352	Hold	7	–	–	﹤0.01%	371
2023 Q3	$305	Hold	7	–	–	﹤0.01%	393
2023 Q2	$307	Buy	7 +1	+17%	+$45	﹤0.01%	385
2023 Q1	$0	Hold	6	–	–	﹤0.01%	392
2022 Q4	$0	Hold	6	–	–	﹤0.01%	379
2022 Q3	$0	Hold	6	–	–	﹤0.01%	395
2022 Q2	$0	Hold	6	–	–	﹤0.01%	397
2022 Q1	$0	Hold	6	–	–	﹤0.01%	311
2021 Q4	$0	Hold	6	–	–	﹤0.01%	314
2021 Q3	$0	Hold	6	–	–	﹤0.01%	314
2021 Q2	$0	Buy	+6	New	+$314	﹤0.01%	306
2021 Q1	–	Sell	-6	Closed	–	–	286
2020 Q4	$0	Buy	+6	New	+$229	﹤0.01%	293
2020 Q1	$0	Buy	+6	New	+$238	﹤0.01%	310

Other funds holding FNCL

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Founders Capital Management (Texas)'s FNCL Position: Q1 2026 in Review

Founders Capital Management (Texas) held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q1 2026 at 7 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Founders Capital Management (Texas) first reported a position in FNCL in Q1 2020 and has held it in 22 quarters since. The position peaked at $528 in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Founders Capital Management (Texas) held 7 shares of Fidelity MSCI Financials Index ETF worth $479 as of Q1 2026.
Founders Capital Management (Texas) left its Fidelity MSCI Financials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Founders Capital Management (Texas)'s portfolio in Q1 2026, its #381 holding.
Founders Capital Management (Texas) first reported a position in Fidelity MSCI Financials Index ETF in Q1 2020 and has held it in 22 quarters since.
Founders Capital Management (Texas)'s Fidelity MSCI Financials Index ETF position peaked at $528 in Q4 2025.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2026, filed 21 Apr 2026.