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

Mission 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 Q3	$233K	Sell	3,082 -16	-0.5%	-$1.29K	﹤0.01%	718
2026 Q2	$237K	Sell	3,098 -1,824	-37%	-$135K	﹤0.01%	964
2026 Q1	$346K	Sell	4,922 -601	-11%	-$44.6K	0.01%	580
2025 Q4	$429K	Buy	5,523 +13	+0.2%	+$982	0.01%	524
2025 Q3	$421K	Buy	5,510 +14	+0.3%	+$1.05K	0.01%	527
2025 Q2	$407K	Buy	5,496 +15	+0.3%	+$1.04K	0.01%	520
2025 Q1	$381K	Buy	5,481 +16	+0.3%	+$1.13K	0.01%	520
2024 Q4	$375K	Buy	5,465 +1,330	+32%	+$91.4K	0.01%	503
2024 Q3	$264K	Buy	4,135 +316	+8%	+$19.4K	0.01%	567
2024 Q2	$221K	Sell	3,819 -558	-13%	-$32.3K	0.01%	595
2024 Q1	$260K	Buy	+4,377	New	+$244K	0.01%	583

Other funds holding FNCL

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Mission Wealth Management's FNCL Position: Q3 2026 in Review

Mission Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.52% in Q3 2026, selling an estimated $1.29K and leaving 3,082 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Mission Wealth Management first reported a position in FNCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $429K in Q4 2025. 62 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

Mission Wealth Management held 3,082 shares of Fidelity MSCI Financials Index ETF worth $233K as of Q3 2026.
Mission Wealth Management sold 16 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $1.29K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q3 2026, its #718 holding.
Mission Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2024 and has held it in 11 quarters since.
Mission Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $429K in Q4 2025.
62 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.