Lindbrook Capital’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Lindbrook Capital’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
2025 Q1	$236	Hold	3	–	–	﹤0.01%	2696
2024 Q4	$234	Hold	3	–	–	﹤0.01%	2706
2024 Q3	$217	Hold	3	–	–	﹤0.01%	2766
2024 Q2	$185	Buy	3 +1	+50%	+$58	﹤0.01%	2704
2024 Q1	$119	Hold	2	–	–	﹤0.01%	2607
2023 Q4	$107	Sell	2 -274	-99%	-$13.3K	﹤0.01%	2655
2023 Q3	$12.9K	Hold	276	–	–	﹤0.01%	1282
2023 Q2	$13K	Hold	276	–	–	﹤0.01%	1317
2023 Q1	$12.4K	Hold	276	–	–	﹤0.01%	1313
2022 Q4	$13.2K	Hold	276	–	–	﹤0.01%	1291
2022 Q3	$12K	Hold	276	–	–	﹤0.01%	1237
2022 Q2	$12K	Hold	276	–	–	﹤0.01%	1178
2022 Q1	$15K	Hold	276	–	–	﹤0.01%	1123
2021 Q4	$15K	Buy	+276	New	+$15.6K	﹤0.01%	1124

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Lindbrook Capital's FNCL Position: Q1 2025 in Review

Lindbrook Capital held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q1 2025 at 3 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Lindbrook Capital first reported a position in FNCL in Q4 2021 and has held it in 14 quarters since. The position peaked at $15K in Q1 2022. 259 funds tracked by Wall St. Rank hold FNCL as of Q1 2025.

Lindbrook Capital held 3 shares of Fidelity MSCI Financials Index ETF worth $236 as of Q1 2025.
Lindbrook Capital left its Fidelity MSCI Financials Index ETF share count unchanged in Q1 2025.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2696 holding.
Lindbrook Capital first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Fidelity MSCI Financials Index ETF position peaked at $15K in Q1 2022.
259 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.