Spectrum Management Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Spectrum Management Group’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	-17	Closed	-$1K	–	331
2021 Q4	$1K	Sell	17 -7	-29%	-$395	﹤0.01%	306
2021 Q3	$1K	Sell	24 -8	-25%	-$427	﹤0.01%	385
2021 Q2	$2K	Buy	+32	New	+$1.67K	﹤0.01%	236

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

Spectrum Management Group's FNCL Position: Q1 2022 in Review

Spectrum Management Group sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2022, closing a stake of 17 shares — an estimated $1K sold.

Spectrum Management Group first reported a position in FNCL in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 196 funds tracked by Wall St. Rank hold FNCL as of Q1 2022.

Spectrum Management Group reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2022 after selling out during the quarter.
Spectrum Management Group sold 17 Fidelity MSCI Financials Index ETF shares in Q1 2022, an estimated $1K.
Spectrum Management Group first reported a position in Fidelity MSCI Financials Index ETF in Q2 2021 and held it in 3 quarters.
Spectrum Management Group's Fidelity MSCI Financials Index ETF position peaked at $2K in Q2 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2022.

Based on Spectrum Management Group's 13F filing for Q1 2022, filed 5 May 2022.