Redwood Financial Network’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Redwood Financial Network’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	$357K	Buy	5,081 +1,633	+47%	+$121K	0.23%	120
2025 Q4	$268K	Buy	3,448 +389	+13%	+$29.4K	0.17%	149
2025 Q3	$234K	Buy	+3,059	New	+$230K	0.15%	154

Other funds holding FNCL

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

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

Redwood Financial Network's FNCL Position: Q1 2026 in Review

Redwood Financial Network increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 47% in Q1 2026, buying an estimated $121K and bringing the position to 5,081 shares worth $357K. The position accounts for 0.23% of the portfolio, ranked #120.

Redwood Financial Network first reported a position in FNCL in Q3 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Redwood Financial Network held 5,081 shares of Fidelity MSCI Financials Index ETF worth $357K as of Q1 2026.
Redwood Financial Network bought 1,633 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $121K.
Fidelity MSCI Financials Index ETF made up 0.23% of Redwood Financial Network's portfolio in Q1 2026, its #120 holding.
Redwood Financial Network first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and has held it in 3 quarters since.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.