Sheets Smith Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Sheets Smith Wealth Management’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
2022 Q1	–	Sell	-43,995	Closed	-$2.46M	–	366
2021 Q4	$2.46M	Sell	43,995 -705	-2%	-$39.8K	0.31%	78
2021 Q3	$2.4M	Buy	44,700 +96	+0.2%	+$5.12K	0.33%	77
2021 Q2	$2.33M	Buy	+44,604	New	+$2.33M	0.31%	78

Other funds holding FNCL

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Sheets Smith Wealth Management's FNCL Position: Q1 2022 in Review

Sheets Smith Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2022, closing a stake of 43,995 shares — an estimated $2.46M sold.

Sheets Smith Wealth Management first reported a position in FNCL in Q2 2021 and held it in 3 quarters. The position peaked at $2.46M in Q4 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2022.

Sheets Smith Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 43,995 Fidelity MSCI Financials Index ETF shares in Q1 2022, an estimated $2.46M.
Sheets Smith Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q2 2021 and held it in 3 quarters.
Sheets Smith Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $2.46M in Q4 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.