HPWM
FNCL icon

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

High Point 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
2026
Q2 		$23.4K Buy
305
+1
+0.3% +$74 0.02% 181
2026
Q1 		$21.4K Hold
304
– – 0.02% 185
2025
Q4 		$23.6K Buy
+304
New +$23K 0.02% 185

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

High Point Wealth Management's FNCL Position: Q2 2026 in Review

High Point Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.33% in Q2 2026, buying an estimated $74 and bringing the position to 305 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #181.

High Point Wealth Management first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.6K in Q4 2025. 152 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • High Point Wealth Management held 305 shares of Fidelity MSCI Financials Index ETF worth $23.4K as of Q2 2026.
  • High Point Wealth Management bought 1 Fidelity MSCI Financials Index ETF share in Q2 2026, an estimated $74.
  • Fidelity MSCI Financials Index ETF made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #181 holding.
  • High Point Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $23.6K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.