Rialto Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Rialto Wealth Management’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	$120K	Hold	1,573	–	–	0.02%	227
2026 Q1	$110K	Sell	1,573 -312	-17%	-$23.2K	0.02%	201
2025 Q4	$147K	Sell	1,885 -1,492	-44%	-$113K	0.04%	175
2025 Q3	$258K	Sell	3,377 -1,000	-23%	-$75.3K	0.07%	136
2025 Q2	$324K	Hold	4,377	–	–	0.09%	119
2025 Q1	$304K	Hold	4,377	–	–	0.1%	119
2024 Q4	$301K	Buy	+4,377	New	+$301K	0.1%	119

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Rialto Wealth Management's FNCL Position: Q2 2026 in Review

Rialto Wealth Management held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 1,573 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #227.

Rialto Wealth Management first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q2 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Rialto Wealth Management held 1,573 shares of Fidelity MSCI Financials Index ETF worth $120K as of Q2 2026.
Rialto Wealth Management left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #227 holding.
Rialto Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $324K in Q2 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.