SAI
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Savvy Advisors Inc’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Savvy Advisors Inc’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
2025
Q4 		– Sell
-2,778
Closed -$212K – 1047
2025
Q3 		$212K Sell
2,778
-320
-10% -$24.1K 0.01% 768
2025
Q2 		$229K Sell
3,098
-94
-3% -$6.52K 0.02% 560
2025
Q1 		$222K Buy
+3,192
New +$226K 0.02% 468

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AM
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Osaic Holdings
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LPL Financial
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SPFSPD
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Morgan Stanley
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Mercer Global Advisors
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return