Root Financial Partners
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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
Q3 		$18.6K Buy
+245
New +$19.8K ﹤0.01% 1593
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 $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $382M AUM 18.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Root Financial Partners's FNCL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q3 2026: 245 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #1593 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FNCL as recently as Q1 2026.

Root Financial Partners first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.1K in Q4 2025. 225 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Root Financial Partners held 245 shares of Fidelity MSCI Financials Index ETF worth $18.6K as of Q3 2026.
  • Fidelity MSCI Financials Index ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1593 holding.
  • Root Financial Partners first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Fidelity MSCI Financials Index ETF position peaked at $21.1K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.