Howard Financial Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Howard Financial 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 Q2	$223K	Buy	+2,918	New	+$216K	0.02%	236

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Howard Financial Services's FNCL Position: Q2 2026 in Review

Howard Financial Services opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 2,918 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Howard Financial Services held 2,918 shares of Fidelity MSCI Financials Index ETF worth $223K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new Howard Financial Services position in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #236 holding.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.