Sage Mountain Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Sage Mountain Advisors’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	$129K	Hold	1,697	–	–	0.01%	226
2026 Q2	$130K	Hold	1,697	–	–	0.01%	239
2026 Q1	$119K	Sell	1,697 -6	-0.4%	-$445	0.01%	220
2025 Q4	$132K	Buy	1,703 +17	+1%	+$1.28K	0.01%	494
2025 Q3	$129K	Hold	1,686	–	–	0.01%	481
2025 Q2	$125K	Hold	1,686	–	–	0.01%	428
2025 Q1	$117K	Hold	1,686	–	–	0.01%	405
2024 Q4	$116K	Hold	1,686	–	–	0.01%	404
2024 Q3	$108K	Buy	+1,686	New	+$104K	0.01%	419

Other funds holding FNCL

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sage Mountain Advisors's FNCL Position: Q3 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q3 2026 at 1,697 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #226.

Sage Mountain Advisors first reported a position in FNCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $132K in Q4 2025. 170 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

Sage Mountain Advisors held 1,697 shares of Fidelity MSCI Financials Index ETF worth $129K as of Q3 2026.
Sage Mountain Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Financials Index ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q3 2026, its #226 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2024 and has held it in 9 quarters since.
Sage Mountain Advisors's Fidelity MSCI Financials Index ETF position peaked at $132K in Q4 2025.
170 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.