Maltin Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Maltin Wealth Management’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 Q2	$4.19M	Buy	54,696 +1,433	+3%	+$106K	1.4%	24
2026 Q1	$3.74M	Sell	53,263 -3,367	-6%	-$250K	1.43%	24
2025 Q4	$4.4M	Buy	56,630 +294	+0.5%	+$22.2K	1.75%	17
2025 Q3	$4.3M	Buy	56,336 +790	+1%	+$59.5K	1.79%	17
2025 Q2	$4.11M	Buy	55,546 +892	+2%	+$61.9K	1.85%	15
2025 Q1	$3.8M	Buy	54,654 +2,179	+4%	+$154K	1.78%	15
2024 Q4	$3.6M	Sell	52,475 -2,618	-5%	-$180K	1.77%	17
2024 Q3	$3.52M	Buy	55,093 +1,109	+2%	+$68.2K	1.71%	18
2024 Q2	$3.13M	Buy	53,984 +1,283	+2%	+$74.3K	1.68%	18
2024 Q1	$3.13M	Buy	52,701 +1,909	+4%	+$106K	1.76%	14
2023 Q4	$2.72M	Sell	50,792 -2,035	-4%	-$99.1K	1.73%	15
2023 Q3	$2.46M	Buy	52,827 +3,003	+6%	+$145K	1.72%	16
2023 Q2	$2.35M	Buy	49,824 +1,860	+4%	+$84.5K	1.66%	15
2023 Q1	$2.16M	Sell	47,964 -1,434	-3%	-$70.3K	1.56%	18
2022 Q4	$2.37M	Buy	49,398 +3,441	+7%	+$165K	1.72%	17
2022 Q3	$1.98M	Buy	45,957 +3,260	+8%	+$153K	1.56%	17
2022 Q2	$1.91M	Buy	42,697 +2,132	+5%	+$104K	1.38%	21
2022 Q1	$2.2M	Buy	40,565 +178	+0.4%	+$9.87K	1.45%	19
2021 Q4	$2.26M	Buy	40,387 +401	+1%	+$22.6K	1.36%	25
2021 Q3	$2.15M	Sell	39,986 -415	-1%	-$22.1K	1.32%	23
2021 Q2	$2.12M	Buy	40,401 +2,658	+7%	+$139K	1.29%	25
2021 Q1	$1.85M	Buy	37,743 +6,267	+20%	+$289K	1.2%	25
2020 Q4	$1.33M	Sell	31,476 -2,940	-9%	-$112K	0.93%	34
2020 Q3	$1.16M	Sell	34,416 -1,808	-5%	-$62.3K	0.83%	37
2020 Q2	$1.2M	Sell	36,224 -18,810	-34%	-$605K	0.91%	33
2020 Q1	$1.62M	Sell	55,034 -10,075	-15%	-$399K	1.37%	23
2019 Q4	$2.89M	Buy	+65,109	New	+$2.76M	1.87%	16

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

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

SPIA

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Maltin Wealth Management's FNCL Position: Q2 2026 in Review

Maltin Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 2.7% in Q2 2026, buying an estimated $106K and bringing the position to 54,696 shares worth $4.19M. The position accounts for 1.4% of the portfolio, ranked #24.

Maltin Wealth Management first reported a position in FNCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.4M in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Maltin Wealth Management held 54,696 shares of Fidelity MSCI Financials Index ETF worth $4.19M as of Q2 2026.
Maltin Wealth Management bought 1,433 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $106K.
Fidelity MSCI Financials Index ETF made up 1.4% of Maltin Wealth Management's portfolio in Q2 2026, its #24 holding.
Maltin Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and has held it in 27 quarters since.
Maltin Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $4.4M in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.