Sowell Financial Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Sowell Financial Services’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	$255K	Buy	3,324 +331	+11%	+$24.5K	0.01%	948
2026 Q1	$210K	Sell	2,993 -14	-0.5%	-$1.04K	0.01%	1027
2025 Q4	$234K	Buy	3,007 +14	+0.5%	+$1.06K	0.01%	938
2025 Q3	$229K	Buy	+2,993	New	+$225K	0.01%	941
2021 Q2	–	Sell	-3,725	Closed	-$200K	–	1294
2021 Q1	$200K	Buy	3,725 +83	+2%	+$3.83K	0.01%	1049
2020 Q4	$154K	Sell	3,642 -1,320	-27%	-$50.4K	0.01%	960
2020 Q3	$168K	Sell	4,962 -1,091	-18%	-$37.6K	0.01%	791
2020 Q2	$201K	Sell	6,053 -585	-9%	-$18.8K	0.01%	721
2020 Q1	$195K	Buy	6,638 +778	+13%	+$30.8K	0.01%	654
2019 Q4	$260K	Sell	5,860 -873	-13%	-$37.1K	0.02%	630
2019 Q3	$274K	Buy	+6,733	New	+$270K	0.02%	558
2019 Q1	$314K	Buy	8,363 +282	+3%	+$10.6K	0.04%	448
2018 Q4	$279K	Buy	+8,081	New	+$305K	0.04%	400
2017 Q2	–	Sell	-9,984	Closed	-$348K	–	262
2017 Q1	$348K	Buy	9,984 +9,958	+38,300%	+$353K	0.1%	170
2016 Q4	$1K	Buy	+26	New	+$827	﹤0.01%	611

Other funds holding FNCL

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Sowell Financial Services's FNCL Position: Q2 2026 in Review

Sowell Financial Services increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 11% in Q2 2026, buying an estimated $24.5K and bringing the position to 3,324 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #948.

Sowell Financial Services first reported a position in FNCL in Q4 2016 and has held it in 15 quarters since. The position peaked at $348K in Q1 2017. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Sowell Financial Services held 3,324 shares of Fidelity MSCI Financials Index ETF worth $255K as of Q2 2026.
Sowell Financial Services bought 331 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $24.5K.
Fidelity MSCI Financials Index ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #948 holding.
Sowell Financial Services first reported a position in Fidelity MSCI Financials Index ETF in Q4 2016 and has held it in 15 quarters since.
Sowell Financial Services's Fidelity MSCI Financials Index ETF position peaked at $348K in Q1 2017.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.