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Heartwood Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-1,059
Closed -$80.8K – 357
2025
Q3 		$80.8K Buy
+1,059
New +$79.8K 0.01% 275

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
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
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Heartwood Wealth Advisors's FNCL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 1,059 shares — an estimated $80.8K sold.

Heartwood Wealth Advisors first reported a position in FNCL in Q3 2025 and held it in 1 quarter. The position peaked at $80.8K in Q3 2025. 268 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,059 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $80.8K.
  • Heartwood Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $80.8K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.