RFP
FNCL icon

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
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 $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

Root Financial Partners's FNCL Position: Q1 2026 in Review

Root Financial Partners reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 7% in Q1 2026, selling an estimated $1.41K and leaving 253 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Root Financial Partners first reported a position in FNCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.1K in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Root Financial Partners held 253 shares of Fidelity MSCI Financials Index ETF worth $17.8K as of Q1 2026.
  • Root Financial Partners sold 19 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $1.41K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1388 holding.
  • Root Financial Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Fidelity MSCI Financials Index ETF position peaked at $21.1K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.