Retirement Planning Group (Kansas)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Retirement Planning Group (Kansas)’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	$1.27M	Hold	18,055	–	–	0.04%	185
2025 Q4	$1.4M	Sell	18,055 -25	-0.1%	-$1.89K	0.05%	155
2025 Q3	$1.38M	Buy	18,080 +47	+0.3%	+$3.54K	0.05%	153
2025 Q2	$1.34M	Buy	18,033 +1,952	+12%	+$135K	0.06%	118
2025 Q1	$1.12M	Hold	16,081	–	–	0.05%	119
2024 Q4	$1.1M	Hold	16,081	–	–	0.06%	119
2024 Q3	$1.03M	Hold	16,081	–	–	0.06%	120
2024 Q2	$932K	Hold	16,081	–	–	0.06%	107
2024 Q1	$955K	Hold	16,081	–	–	0.07%	103
2023 Q4	$861K	Buy	+16,081	New	+$783K	0.08%	88

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

Retirement Planning Group (Kansas)'s FNCL Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q1 2026 at 18,055 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #185.

Retirement Planning Group (Kansas) first reported a position in FNCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Retirement Planning Group (Kansas) held 18,055 shares of Fidelity MSCI Financials Index ETF worth $1.27M as of Q1 2026.
Retirement Planning Group (Kansas) left its Fidelity MSCI Financials Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Financials Index ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #185 holding.
Retirement Planning Group (Kansas) first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s Fidelity MSCI Financials Index ETF position peaked at $1.4M in Q4 2025.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.