FSA Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

FSA Wealth Management’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
2025 Q3	$41.6K	Buy	545 +2	+0.4%	+$151	0.02%	171
2025 Q2	$40.2K	Buy	543 +2	+0.4%	+$139	0.02%	170
2025 Q1	$37.6K	Buy	541 +2	+0.4%	+$142	0.02%	169
2024 Q4	$37K	Buy	539 +2	+0.4%	+$137	0.02%	179
2024 Q3	$34.3K	Buy	+537	New	+$33K	0.01%	192
2024 Q1	$31.6K	Buy	532 +2	+0.4%	+$111	0.01%	203
2023 Q4	$28K	Buy	+530	New	+$25.8K	0.01%	197

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

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

FSA Wealth Management's FNCL Position: Q3 2025 in Review

FSA Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.37% in Q3 2025, buying an estimated $151 and bringing the position to 545 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #171.

FSA Wealth Management first reported a position in FNCL in Q4 2023 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q3 2025.

FSA Wealth Management held 545 shares of Fidelity MSCI Financials Index ETF worth $41.6K as of Q3 2025.
FSA Wealth Management bought 2 Fidelity MSCI Financials Index ETF shares in Q3 2025, an estimated $151.
Fidelity MSCI Financials Index ETF made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #171 holding.
FSA Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.