P
FNCL icon

&Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

&Partners’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
Q1 		$624K Sell
8,858
-1,975
-18% -$147K ﹤0.01% 1572
2025
Q4 		$842K Buy
10,833
+1,830
+20% +$138K ﹤0.01% 1316
2025
Q3 		$687K Sell
9,003
-216
-2% -$16.3K ﹤0.01% 1273
2025
Q2 		$683K Buy
9,219
+1,774
+24% +$123K 0.01% 1180
2025
Q1 		$512K Buy
7,445
+3,370
+83% +$239K 0.01% 1122
2024
Q4 		$282K Buy
4,075
+107
+3% +$7.35K ﹤0.01% 1370
2024
Q3 		$253K Buy
+3,968
New +$244K ﹤0.01% 1191

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return