Princeton Global Asset Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Princeton Global Asset Management’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
2023 Q1	–	Sell	-99	Closed	-$5K	–	601
2022 Q4	$5K	Buy	+99	New	+$4.74K	﹤0.01%	457

Other funds holding FNCL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Princeton Global Asset Management's FNCL Position: Q1 2023 in Review

Princeton Global Asset Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 99 shares — an estimated $5K sold.

Princeton Global Asset Management first reported a position in FNCL in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

Princeton Global Asset Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
Princeton Global Asset Management sold 99 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $5K.
Princeton Global Asset Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and held it in 1 quarter.
Princeton Global Asset Management's Fidelity MSCI Financials Index ETF position peaked at $5K in Q4 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Princeton Global Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.