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Root Financial Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Root Financial Partners’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 		– Sell
-253
Closed -$17.8K – 1409
2026
Q1 		$17.8K Sell
253
-19
-7% -$1.41K ﹤0.01% 1388
2025
Q4 		$21.1K Buy
+272
New +$20.6K ﹤0.01% 1159

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Root Financial Partners's FNCL Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 253 shares — an estimated $17.8K sold.

Root Financial Partners first reported a position in FNCL in Q4 2025 and held it in 2 quarters. The position peaked at $21.1K in Q4 2025. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 253 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $17.8K.
  • Root Financial Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Fidelity MSCI Financials Index ETF position peaked at $21.1K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.