Independence Financial Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Independence Financial 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
2026 Q3	$290K	Sell	3,833 -7,913	-67%	-$639K	0.07%	49
2026 Q2	$899K	Sell	11,746 -150,856	-93%	-$11.2M	0.23%	32
2026 Q1	$11.4M	Buy	162,602 +11,645	+8%	+$864K	3.43%	12
2025 Q4	$11.7M	Buy	150,957 +4,661	+3%	+$352K	3.23%	13
2025 Q3	$11.2M	Buy	146,296 +1,891	+1%	+$142K	3.4%	13
2025 Q2	$10.7M	Buy	144,405 +4,736	+3%	+$328K	4.16%	11
2025 Q1	$9.7M	Buy	+139,669	New	+$9.9M	3.69%	10

Other funds holding FNCL

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Independence Financial Advisors's FNCL Position: Q3 2026 in Review

Independence Financial Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 67% in Q3 2026, selling an estimated $639K and leaving 3,833 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #49.

Independence Financial Advisors first reported a position in FNCL in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2025. 70 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

Independence Financial Advisors held 3,833 shares of Fidelity MSCI Financials Index ETF worth $290K as of Q3 2026.
Independence Financial Advisors sold 7,913 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $639K.
Fidelity MSCI Financials Index ETF made up 0.07% of Independence Financial Advisors's portfolio in Q3 2026, its #49 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 7 quarters since.
Independence Financial Advisors's Fidelity MSCI Financials Index ETF position peaked at $11.7M in Q4 2025.
70 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.