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Regal Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Regal Investment 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
2021
Q3 		– Sell
-22,826
Closed -$1.2M – 532
2021
Q2 		$1.2M Buy
+22,826
New +$1.19M 0.12% 185

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Regal Investment Advisors's FNCL Position: Q3 2021 in Review

Regal Investment Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2021, closing a stake of 22,826 shares — an estimated $1.2M sold.

Regal Investment Advisors first reported a position in FNCL in Q2 2021 and held it in 1 quarter. The position peaked at $1.2M in Q2 2021. 185 funds tracked by Wall St. Rank hold FNCL as of Q3 2021.

  • Regal Investment Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 22,826 Fidelity MSCI Financials Index ETF shares in Q3 2021, an estimated $1.2M.
  • Regal Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2021 and held it in 1 quarter.
  • Regal Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $1.2M in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2021.

Based on Regal Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.