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
2026 Q2	$2.41M	Buy	+31,463	New	+$2.33M	1.68%	19
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 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

Maxele Advisors's FNCL Position: Q2 2026 in Review

Maxele Advisors opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 31,463 shares worth $2.41M. The stake represents 1.68% of the portfolio and ranks #19 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in FNCL as recently as Q4 2025.

Maxele Advisors first reported a position in FNCL in Q4 2021 and has held it in 10 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Maxele Advisors held 31,463 shares of Fidelity MSCI Financials Index ETF worth $2.41M as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new Maxele Advisors position in Q2 2026.
Fidelity MSCI Financials Index ETF made up 1.68% of Maxele Advisors's portfolio in Q2 2026, its #19 holding.
Maxele Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and has held it in 10 quarters since.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.