PFS
FNCL icon

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

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
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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 $59.6B AUM 29.42% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return