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FNCL icon

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

NewEdge 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 		$289K Sell
3,773
-439
-10% -$32.5K ﹤0.01% 2520
2026
Q1 		$296K Sell
4,212
-10,330
-71% -$767K ﹤0.01% 2347
2025
Q4 		$1.13M Sell
14,542
-6,957
-32% -$526K ﹤0.01% 1409
2025
Q3 		$1.64M Buy
21,499
+8,706
+68% +$656K 0.01% 1118
2025
Q2 		$947K Sell
12,793
-3,112
-20% -$216K ﹤0.01% 1324
2025
Q1 		$1.11M Buy
15,905
+8,451
+113% +$599K 0.01% 1128
2024
Q4 		$512K Sell
7,454
-287
-4% -$19.7K ﹤0.01% 1539
2024
Q3 		$494K Buy
7,741
+21
+0.3% +$1.29K ﹤0.01% 1489
2024
Q2 		$447K Buy
7,720
+422
+6% +$24.4K ﹤0.01% 1478
2024
Q1 		$434K Sell
7,298
-301
-4% -$16.8K ﹤0.01% 1430
2023
Q4 		$407K Buy
7,599
+782
+11% +$38.1K ﹤0.01% 1392
2023
Q3 		$317K Sell
6,817
-1,487
-18% -$71.9K ﹤0.01% 1397
2023
Q2 		$391K Sell
8,304
-8,458
-50% -$384K ﹤0.01% 1313
2023
Q1 		$725K Sell
16,762
-10,448
-38% -$512K 0.01% 937
2022
Q4 		$1.3M Buy
27,210
+1,937
+8% +$92.7K 0.04% 439
2022
Q3 		$1.09M Sell
25,273
-1,118
-4% -$52.6K 0.02% 623
2022
Q2 		$1.18M Sell
26,391
-17,695
-40% -$865K 0.02% 609
2022
Q1 		$2.39M Sell
44,086
-11,687
-21% -$648K 0.04% 383
2021
Q4 		$3.12M Buy
+55,773
New +$3.15M 0.05% 333

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

NewEdge Advisors's FNCL Position: Q2 2026 in Review

NewEdge Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 10% in Q2 2026, selling an estimated $32.5K and leaving 3,773 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

NewEdge Advisors first reported a position in FNCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.12M in Q4 2021. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • NewEdge Advisors held 3,773 shares of Fidelity MSCI Financials Index ETF worth $289K as of Q2 2026.
  • NewEdge Advisors sold 439 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $32.5K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2520 holding.
  • NewEdge Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Fidelity MSCI Financials Index ETF position peaked at $3.12M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.