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Retirement Financial Solutions’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Retirement Financial Solutions’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
-103
Closed -$4.94K – 92
2022
Q4 		$4.94K Buy
+103
New +$4.93K ﹤0.01% 172

Other funds holding FNCL

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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Financial Solutions's FNCL Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2023, closing a stake of 103 shares — an estimated $4.94K sold.

Retirement Financial Solutions first reported a position in FNCL in Q4 2022 and held it in 1 quarter. The position peaked at $4.94K in Q4 2022. 175 funds tracked by Wall St. Rank hold FNCL as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 103 Fidelity MSCI Financials Index ETF shares in Q1 2023, an estimated $4.94K.
  • Retirement Financial Solutions first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Fidelity MSCI Financials Index ETF position peaked at $4.94K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.