IFP Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $326K | Buy |
4,261
+1
| +0% | +$74 | 0.01% | 1246 |
|
|
2026
Q1 | $299K | Sell |
4,260
-91
| -2% | -$6.75K | 0.01% | 1200 |
|
|
2025
Q4 | $338K | Buy |
4,351
+213
| +5% | +$16.1K | 0.01% | 1106 |
|
|
2025
Q3 | $316K | Sell |
4,138
-1,933
| -32% | -$146K | 0.01% | 1070 |
|
|
2025
Q2 | $450K | Sell |
6,071
-1,567
| -21% | -$109K | 0.01% | 877 |
|
|
2025
Q1 | $531K | Buy |
7,638
+3,407
| +81% | +$242K | 0.02% | 750 |
|
|
2024
Q4 | $291K | Buy |
4,231
+93
| +2% | +$6.39K | 0.01% | 955 |
|
|
2024
Q3 | $264K | Hold |
4,138
| – | – | 0.01% | 952 |
|
|
2024
Q2 | $240K | Buy |
4,138
+3,500
| +549% | +$203K | 0.01% | 953 |
|
|
2024
Q1 | $37.9K | Hold |
638
| – | – | ﹤0.01% | 1692 |
|
|
2023
Q4 | $34.2K | Hold |
638
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q3 | $29.7K | Hold |
638
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q2 | $30K | Sell |
638
-247
| -28% | -$11.2K | ﹤0.01% | 1830 |
|
|
2023
Q1 | $35.9K | Buy |
885
+52
| +6% | +$2.55K | ﹤0.01% | 1745 |
|
|
2022
Q4 | $34K | Sell |
833
-1,043
| -56% | -$49.9K | ﹤0.01% | 2507 |
|
|
2022
Q3 | $84K | Buy |
1,876
+586
| +45% | +$27.6K | ﹤0.01% | 1983 |
|
|
2022
Q2 | $59K | Hold |
1,290
| – | – | ﹤0.01% | 2038 |
|
|
2022
Q1 | $59K | Sell |
1,290
-73,163
| -98% | -$4.06M | ﹤0.01% | 2038 |
|
|
2021
Q4 | $4.17M | Buy |
74,453
+74,060
| +18,845% | +$4.18M | 0.08% | 144 |
|
|
2021
Q3 | $21K | Buy |
393
+2
| +0.5% | +$107 | ﹤0.01% | 1958 |
|
|
2021
Q2 | $20K | Sell |
391
-225
| -37% | -$11.8K | ﹤0.01% | 1923 |
|
|
2021
Q1 | $30K | Sell |
616
-567
| -48% | -$26.2K | ﹤0.01% | 1665 |
|
|
2020
Q4 | $49K | Sell |
1,183
-170
| -13% | -$6.5K | ﹤0.01% | 1454 |
|
|
2020
Q3 | $46K | Buy |
1,353
+787
| +139% | +$27.1K | ﹤0.01% | 1318 |
|
|
2020
Q2 | $18K | Buy |
566
+383
| +209% | +$12.3K | ﹤0.01% | 1594 |
|
|
2020
Q1 | $6K | Sell |
183
-1,152
| -86% | -$45.7K | ﹤0.01% | 1990 |
|
|
2019
Q4 | $59K | Sell |
1,335
-22
| -2% | -$934 | ﹤0.01% | 1185 |
|
|
2019
Q3 | $56K | Buy |
+1,357
| New | +$54.5K | ﹤0.01% | 1314 |
|
|
2019
Q1 | – | Sell |
-4,810
| Closed | -$165K | – | 2709 |
|
|
2018
Q4 | $165K | Sell |
4,810
-7,645
| -61% | -$289K | 0.01% | 943 |
|
|
2018
Q3 | $502K | Sell |
12,455
-4,082
| -25% | -$168K | 0.02% | 656 |
|
|
2018
Q2 | $648K | Sell |
16,537
-1,958
| -11% | -$79.4K | 0.03% | 565 |
|
|
2018
Q1 | $754K | Hold |
18,495
| – | – | 0.03% | 474 |
|
|
2017
Q4 | $754K | Buy |
18,495
+27
| +0.1% | +$1.06K | 0.03% | 475 |
|
|
2017
Q3 | $701K | Sell |
18,468
-5,911
| -24% | -$217K | 0.03% | 558 |
|
|
2017
Q2 | $886K | Buy |
24,379
+1,878
| +8% | +$65.9K | 0.04% | 466 |
|
|
2017
Q1 | $791K | Buy |
22,501
+17,761
| +375% | +$630K | 0.03% | 498 |
|
|
2016
Q4 | $164K | Buy |
+4,740
| New | +$151K | 0.01% | 1155 |
|
|
2016
Q3 | – | Sell |
-1,654
| Closed | -$46K | – | 3941 |
|
|
2016
Q2 | $46K | Buy |
+1,654
| New | +$45.7K | ﹤0.01% | 1811 |
|
Other funds holding FNCL
AM
KAS
SPIA
IFP Advisors's FNCL Position: Q2 2026 in Review
IFP Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.02% in Q2 2026, buying an estimated $74 and bringing the position to 4,261 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1246.
IFP Advisors first reported a position in FNCL in Q2 2016 and has held it in 38 quarters since. The position peaked at $4.17M in Q4 2021. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.
- IFP Advisors held 4,261 shares of Fidelity MSCI Financials Index ETF worth $326K as of Q2 2026.
- IFP Advisors bought 1 Fidelity MSCI Financials Index ETF share in Q2 2026, an estimated $74.
- Fidelity MSCI Financials Index ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1246 holding.
- IFP Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2016 and has held it in 38 quarters since.
- IFP Advisors's Fidelity MSCI Financials Index ETF position peaked at $4.17M in Q4 2021.
- 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.