SWM
FNCL icon

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

SHP 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
2026
Q2 		$20.4K Buy
266
+75
+39% +$5.56K ﹤0.01% 779
2026
Q1 		$13.4K Buy
191
+131
+218% +$9.72K ﹤0.01% 835
2025
Q4 		$4.67K Buy
+60
New +$4.53K ﹤0.01% 996

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

SHP Wealth Management's FNCL Position: Q2 2026 in Review

SHP Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 39% in Q2 2026, buying an estimated $5.56K and bringing the position to 266 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

SHP Wealth Management first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • SHP Wealth Management held 266 shares of Fidelity MSCI Financials Index ETF worth $20.4K as of Q2 2026.
  • SHP Wealth Management bought 75 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $5.56K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #779 holding.
  • SHP Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.