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

Primoris 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 Q1	–	Sell	-7,775	Closed	-$604K	–	103
2025 Q4	$604K	Sell	7,775 -1,175	-13%	-$88.8K	0.36%	59
2025 Q3	$683K	Buy	8,950 +4,725	+112%	+$356K	0.43%	50
2025 Q2	$313K	Buy	+4,225	New	+$293K	0.21%	77
2024 Q2	–	Sell	-3,432	Closed	-$204K	–	103
2024 Q1	$204K	Buy	+3,432	New	+$191K	0.16%	88

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Primoris Wealth Advisors's FNCL Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 7,775 shares — an estimated $604K sold.

Primoris Wealth Advisors first reported a position in FNCL in Q1 2024 and held it in 4 quarters. The position peaked at $683K in Q3 2025. 253 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Primoris Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
Primoris Wealth Advisors sold 7,775 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $604K.
Primoris Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2024 and held it in 4 quarters.
Primoris Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $683K in Q3 2025.
253 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.