MA
FNCL icon

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

Maxele 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
2025
Q4 		$2.38M Buy
30,567
+1,398
+5% +$106K 1.93% 16
2025
Q3 		$2.23M Buy
29,169
+22
+0.1% +$1.66K 1.92% 17
2025
Q2 		$2.16M Sell
29,147
-227
-0.8% -$15.7K 1.88% 17
2025
Q1 		$2.04M Buy
29,374
+1,443
+5% +$102K 1.97% 15
2024
Q4 		$1.92M Buy
+27,931
New +$1.92M 1.83% 16
2022
Q3 		$978K Buy
22,713
+204
+0.9% +$9.59K 1.64% 17
2022
Q2 		$1M Sell
22,509
-1,331
-6% -$65.1K 1.58% 18
2022
Q1 		$1.29M Buy
23,840
+1,383
+6% +$76.7K 1.6% 16
2021
Q4 		$1.26M Buy
+22,457
New +$1.27M 1.45% 17

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return