Stratos Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Stratos Wealth 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
2026 Q2	–	Sell	-3,897	Closed	-$274K	–	647
2026 Q1	$274K	Sell	3,897 -656	-14%	-$48.7K	0.02%	502
2025 Q4	$354K	Buy	4,553 +554	+14%	+$41.9K	0.02%	496
2025 Q3	$305K	Buy	3,999 +131	+3%	+$9.87K	0.01%	547
2025 Q2	$286K	Buy	3,868 +1	+0%	+$69	0.02%	555
2025 Q1	$269K	Buy	3,867 +98	+3%	+$6.95K	0.01%	569
2024 Q4	$259K	Sell	3,769 -64	-2%	-$4.4K	0.01%	608
2024 Q3	$245K	Buy	3,833 +289	+8%	+$17.8K	0.01%	656
2024 Q2	$205K	Buy	3,544 +78	+2%	+$4.51K	0.01%	660
2024 Q1	$206K	Buy	+3,466	New	+$193K	0.01%	628
2020 Q2	–	Sell	-233	Closed	-$7K	–	294
2020 Q1	$7K	Buy	+233	New	+$9.24K	0.01%	251

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

Stratos Wealth Advisors's FNCL Position: Q2 2026 in Review

Stratos Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 3,897 shares — an estimated $274K sold.

Stratos Wealth Advisors first reported a position in FNCL in Q1 2020 and held it in 10 quarters. The position peaked at $354K in Q4 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Stratos Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
Stratos Wealth Advisors sold 3,897 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $274K.
Stratos Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2020 and held it in 10 quarters.
Stratos Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $354K in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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