HBW Advisory Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

HBW Advisory Services’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	–	Sell	-4,211	Closed	-$327K	–	456
2025 Q4	$327K	Sell	4,211 -102	-2%	-$7.71K	0.04%	335
2025 Q3	$329K	Buy	4,313 +317	+8%	+$23.9K	0.04%	327
2025 Q2	$296K	Sell	3,996 -3,417	-46%	-$237K	0.04%	322
2025 Q1	$515K	Buy	7,413 +4,230	+133%	+$300K	0.07%	208
2024 Q4	$219K	Sell	3,183 -243	-7%	-$16.7K	0.02%	349
2024 Q3	$219K	Buy	+3,426	New	+$211K	0.03%	335
2024 Q2	–	Sell	-6,525	Closed	-$349K	–	347
2024 Q1	$349K	Hold	6,525	–	–	0.07%	215
2023 Q4	$349K	Buy	+6,525	New	+$318K	0.07%	215
2021 Q3	–	Sell	-22,509	Closed	-$1.18M	–	253
2021 Q2	$1.18M	Buy	+22,509	New	+$1.18M	0.31%	88
2021 Q1	–	Sell	-18,065	Closed	-$763K	–	251
2020 Q4	$763K	Buy	+18,065	New	+$690K	0.23%	97

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

HBW Advisory Services's FNCL Position: Q1 2026 in Review

HBW Advisory Services sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 4,211 shares — an estimated $327K sold.

HBW Advisory Services first reported a position in FNCL in Q4 2020 and held it in 10 quarters. The position peaked at $1.18M in Q2 2021. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

HBW Advisory Services reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
HBW Advisory Services sold 4,211 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $327K.
HBW Advisory Services first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and held it in 10 quarters.
HBW Advisory Services's Fidelity MSCI Financials Index ETF position peaked at $1.18M in Q2 2021.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on HBW Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.