Ken Fisher’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Ken Fisher’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 Q1	$1.38M	Buy	19,624 +1,526	+8%	+$113K	﹤0.01%	638
2025 Q4	$1.41M	Buy	18,098 +246	+1%	+$18.6K	﹤0.01%	622
2025 Q3	$1.36M	Buy	17,852 +3,147	+21%	+$237K	﹤0.01%	641
2025 Q2	$1.09M	Buy	14,705 +5,063	+53%	+$351K	﹤0.01%	686
2025 Q1	$670K	Buy	9,642 +1,593	+20%	+$113K	﹤0.01%	744
2024 Q4	$553K	Buy	8,049 +2,032	+34%	+$140K	﹤0.01%	761
2024 Q3	$384K	Buy	6,017 +992	+20%	+$61K	﹤0.01%	794
2024 Q2	$291K	Buy	5,025 +540	+12%	+$31.3K	﹤0.01%	890
2024 Q1	$266K	Sell	4,485 -1,789	-29%	-$99.6K	﹤0.01%	887
2023 Q4	$336K	Sell	6,274 -1,745	-22%	-$85K	﹤0.01%	844
2023 Q3	$373K	Buy	8,019 +2,250	+39%	+$109K	﹤0.01%	892
2023 Q2	$272K	Buy	+5,769	New	+$262K	﹤0.01%	967

Other funds holding FNCL

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ken Fisher's FNCL Position: Q1 2026 in Review

Ken Fisher increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 8.4% in Q1 2026, buying an estimated $113K and bringing the position to 19,624 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Ken Fisher first reported a position in FNCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Ken Fisher held 19,624 shares of Fidelity MSCI Financials Index ETF worth $1.38M as of Q1 2026.
Ken Fisher bought 1,526 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $113K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #638 holding.
Ken Fisher first reported a position in Fidelity MSCI Financials Index ETF in Q2 2023 and has held it in 12 quarters since.
Ken Fisher's Fidelity MSCI Financials Index ETF position peaked at $1.41M in Q4 2025.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.