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

Minot DeBlois 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 Q1	–	Sell	-103	Closed	-$7.07K	–	272
2024 Q4	$7.07K	Buy	+103	New	+$7.08K	0.01%	221

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

SPIA

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

Minot DeBlois Advisors's FNCL Position: Q1 2025 in Review

Minot DeBlois Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2025, closing a stake of 103 shares — an estimated $7.07K sold.

Minot DeBlois Advisors first reported a position in FNCL in Q4 2024 and held it in 1 quarter. The position peaked at $7.07K in Q4 2024. 259 funds tracked by Wall St. Rank hold FNCL as of Q1 2025.

Minot DeBlois Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2025 after selling out during the quarter.
Minot DeBlois Advisors sold 103 Fidelity MSCI Financials Index ETF shares in Q1 2025, an estimated $7.07K.
Minot DeBlois Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and held it in 1 quarter.
Minot DeBlois Advisors's Fidelity MSCI Financials Index ETF position peaked at $7.07K in Q4 2024.
259 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2025.

Based on Minot DeBlois Advisors's 13F filing for Q1 2025, filed 15 May 2025.