MWM
FNCL icon

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

Meridian 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
Q1 		$1.24M Sell
17,615
-2,577
-13% -$191K 0.04% 320
2025
Q4 		$1.57M Buy
20,192
+1,571
+8% +$119K 0.06% 265
2025
Q3 		$1.42M Buy
18,621
+2,067
+12% +$156K 0.05% 269
2025
Q2 		$1.23M Buy
16,554
+97
+0.6% +$6.73K 0.05% 276
2025
Q1 		$1.14M Buy
16,457
+1,356
+9% +$96.1K 0.06% 268
2024
Q4 		$1.04M Sell
15,101
-3,172
-17% -$218K 0.05% 287
2024
Q3 		$1.17M Buy
+18,273
New +$1.12M 0.06% 256
2017
Q2 		– Sell
-63,300
Closed -$2.23M – 169
2017
Q1 		$2.23M Buy
+63,300
New +$2.25M 1.33% 19

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return