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Leuthold Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Leuthold Group’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
2023
Q1 		– Sell
-33,546
Closed -$1.61M – 207
2022
Q4 		$1.61M Buy
33,546
+10,718
+47% +$513K 0.22% 127
2022
Q3 		$983K Buy
22,828
+6,294
+38% +$296K 0.15% 126
2022
Q2 		$738K Buy
16,534
+4,551
+38% +$222K 0.1% 133
2022
Q1 		$649K Sell
11,983
-7,536
-39% -$418K 0.08% 129
2021
Q4 		$1.09M Buy
19,519
+7,147
+58% +$403K 0.13% 125
2021
Q3 		$664K Buy
12,372
+40
+0.3% +$2.13K 0.08% 123
2021
Q2 		$646K Sell
12,332
-1,495
-11% -$78.2K 0.08% 128
2021
Q1 		$677K Buy
+13,827
New +$639K 0.09% 125

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return