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Soltis Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Soltis Investment 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
2022
Q4 		– Sell
-5,686
Closed -$245K – 255
2022
Q3 		$245K Sell
5,686
-127
-2% -$5.97K 0.04% 202
2022
Q2 		$259K Sell
5,813
-22,126
-79% -$1.08M 0.04% 203
2022
Q1 		$1.51M Buy
+27,939
New +$1.55M 0.21% 106
2021
Q1 		– Sell
-5,167
Closed -$218K – 224
2020
Q4 		$218K Sell
5,167
-1,492
-22% -$57K 0.04% 204
2020
Q3 		$225K Buy
+6,659
New +$229K 0.05% 182

Other funds holding FNCL

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Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return