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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
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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
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

Rialto Wealth Management's FNCL Position: Q1 2026 in Review

Rialto Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 17% in Q1 2026, selling an estimated $23.2K and leaving 1,573 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #201.

Rialto Wealth Management first reported a position in FNCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $324K in Q2 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Rialto Wealth Management held 1,573 shares of Fidelity MSCI Financials Index ETF worth $110K as of Q1 2026.
  • Rialto Wealth Management sold 312 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $23.2K.
  • Fidelity MSCI Financials Index ETF made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #201 holding.
  • Rialto Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $324K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.