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

Milestone Investment 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
2023
Q1 		– Sell
-4,500
Closed -$216K – 446
2022
Q4 		$216K Buy
+4,500
New +$215K 0.08% 61

Other funds holding FNCL

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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Milestone Investment Advisors's FNCL Position: Q1 2023 in Review

Milestone Investment Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 4,500 shares — an estimated $216K sold.

Milestone Investment Advisors first reported a position in FNCL in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

  • Milestone Investment Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 4,500 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $216K.
  • Milestone Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and held it in 1 quarter.
  • Milestone Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $216K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Milestone Investment Advisors's 13F filing for Q1 2023, filed 16 May 2023.