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

Mutual 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 		$336K Sell
4,387
-627
-13% -$46.5K 0.01% 1131
2026
Q1 		$352K Sell
5,014
-1,711
-25% -$127K 0.01% 1052
2025
Q4 		$523K Buy
6,725
+36
+0.5% +$2.72K 0.01% 852
2025
Q3 		$498K Buy
6,689
+1,101
+20% +$82.9K 0.01% 854
2025
Q2 		$424K Sell
5,588
-107
-2% -$7.42K 0.01% 858
2025
Q1 		$382K Sell
5,695
-412
-7% -$29.2K 0.01% 818
2024
Q4 		$433K Buy
6,107
+147
+2% +$10.1K 0.01% 758
2024
Q3 		$397K Buy
5,960
+73
+1% +$4.49K 0.01% 791
2024
Q2 		$362K Sell
5,887
-389
-6% -$22.5K 0.01% 825
2024
Q1 		$373K Sell
6,276
-17,658
-74% -$983K 0.01% 793
2023
Q4 		$1.28M Buy
23,934
+342
+1% +$16.7K 0.04% 387
2023
Q3 		$1.1M Buy
23,592
+194
+0.8% +$9.38K 0.04% 396
2023
Q2 		$1.1M Buy
23,398
+1,736
+8% +$78.8K 0.04% 409
2023
Q1 		$977K Sell
21,662
-13,687
-39% -$671K 0.04% 428
2022
Q4 		$1.69M Buy
35,349
+26,212
+287% +$1.25M 0.08% 262
2022
Q3 		$394K Buy
9,137
+3,027
+50% +$142K 0.02% 635
2022
Q2 		$273K Sell
6,110
-12,206
-67% -$597K 0.02% 703
2022
Q1 		$992K Buy
18,316
+536
+3% +$29.7K 0.06% 381
2021
Q4 		$994K Sell
17,780
-242
-1% -$13.7K 0.05% 388
2021
Q3 		$968K Sell
18,022
-20,819
-54% -$1.11M 0.06% 363
2021
Q2 		$2.03M Buy
38,841
+27,864
+254% +$1.46M 0.12% 219
2021
Q1 		$537K Buy
10,977
+348
+3% +$16.1K 0.04% 467
2020
Q4 		$449K Buy
+10,629
New +$406K 0.03% 488
2019
Q1 		– Sell
-8,189
Closed -$283K – 485
2018
Q4 		$283K Buy
8,189
+1,134
+16% +$42.8K 0.06% 341
2018
Q3 		$285K Buy
7,055
+265
+4% +$10.9K 0.04% 377
2018
Q2 		$266K Buy
6,790
+60
+0.9% +$2.43K 0.06% 353
2018
Q1 		$272K Buy
+6,730
New +$282K 0.07% 327

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Mutual Advisors's FNCL Position: Q2 2026 in Review

Mutual Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 13% in Q2 2026, selling an estimated $46.5K and leaving 4,387 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1131.

Mutual Advisors first reported a position in FNCL in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.03M in Q2 2021. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Mutual Advisors held 4,387 shares of Fidelity MSCI Financials Index ETF worth $336K as of Q2 2026.
  • Mutual Advisors sold 627 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $46.5K.
  • Fidelity MSCI Financials Index ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1131 holding.
  • Mutual Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2018 and has held it in 27 quarters since.
  • Mutual Advisors's Fidelity MSCI Financials Index ETF position peaked at $2.03M in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.