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

Physician Wealth 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 		$15.9K Hold
208
– – ﹤0.01% 743
2026
Q1 		$14.6K Hold
208
– – ﹤0.01% 704
2025
Q4 		$16.1K Hold
208
– – ﹤0.01% 641
2025
Q3 		$15.9K Hold
208
– – ﹤0.01% 634
2025
Q2 		$15.4K Sell
208
-59
-22% -$4.09K ﹤0.01% 564
2025
Q1 		$18.5K Hold
267
– – ﹤0.01% 503
2024
Q4 		$18.3K Buy
+267
New +$18.3K ﹤0.01% 525

Other funds holding FNCL

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's FNCL Position: Q2 2026 in Review

Physician Wealth Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 208 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Physician Wealth Advisors first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.5K in Q1 2025. 52 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Physician Wealth Advisors held 208 shares of Fidelity MSCI Financials Index ETF worth $15.9K as of Q2 2026.
  • Physician Wealth Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #743 holding.
  • Physician Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $18.5K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.