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Prospera Financial Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Prospera Financial Services’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 		$229K Buy
2,989
+10
+0.3% +$741 ﹤0.01% 1348
2026
Q1 		$209K Buy
2,979
+12
+0.4% +$891 ﹤0.01% 1339
2025
Q4 		$231K Sell
2,967
-178
-6% -$13.4K ﹤0.01% 1242
2025
Q3 		$240K Buy
3,145
+8
+0.3% +$603 ﹤0.01% 1227
2025
Q2 		$233K Sell
3,137
-299
-9% -$20.7K ﹤0.01% 1213
2025
Q1 		$239K Buy
3,436
+12
+0.4% +$851 0.01% 1068
2024
Q4 		$235K Buy
3,424
+10
+0.3% +$687 0.01% 1018
2024
Q3 		$218K Buy
+3,414
New +$210K 0.01% 1048
2022
Q4 		– Sell
-7,139
Closed -$308K – 918
2022
Q3 		$308K Buy
7,139
+27
+0.4% +$1.27K 0.02% 646
2022
Q2 		$318K Sell
7,112
-882
-11% -$43.1K 0.02% 616
2022
Q1 		$433K Sell
7,994
-442
-5% -$24.5K 0.02% 637
2021
Q4 		$472K Buy
8,436
+26
+0.3% +$1.47K 0.02% 590
2021
Q3 		$452K Buy
8,410
+860
+11% +$45.9K 0.02% 561
2021
Q2 		$396K Buy
7,550
+53
+0.7% +$2.77K 0.02% 589
2021
Q1 		$367K Buy
7,497
+1,973
+36% +$91.1K 0.02% 566
2020
Q4 		$233K Buy
5,524
+10
+0.2% +$382 0.02% 606
2020
Q3 		$187K Buy
+5,514
New +$190K 0.07% 247

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

Prospera Financial Services's FNCL Position: Q2 2026 in Review

Prospera Financial Services increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.34% in Q2 2026, buying an estimated $741 and bringing the position to 2,989 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Prospera Financial Services first reported a position in FNCL in Q3 2020 and has held it in 17 quarters since. The position peaked at $472K in Q4 2021. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Prospera Financial Services held 2,989 shares of Fidelity MSCI Financials Index ETF worth $229K as of Q2 2026.
  • Prospera Financial Services bought 10 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $741.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1348 holding.
  • Prospera Financial Services first reported a position in Fidelity MSCI Financials Index ETF in Q3 2020 and has held it in 17 quarters since.
  • Prospera Financial Services's Fidelity MSCI Financials Index ETF position peaked at $472K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.