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

Tradition 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
2024 Q1	–	Sell	-200	Closed	-$11K	–	665
2023 Q4	$11K	Hold	200	–	–	﹤0.01%	975
2023 Q3	$9K	Hold	200	–	–	﹤0.01%	1032
2023 Q2	$9K	Hold	200	–	–	﹤0.01%	1060
2023 Q1	$9K	Hold	200	–	–	﹤0.01%	1020
2022 Q4	$10K	Hold	200	–	–	﹤0.01%	907
2022 Q3	$9K	Buy	+200	New	+$9.4K	﹤0.01%	945

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tradition Wealth Management's FNCL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2024, closing a stake of 200 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in FNCL in Q3 2022 and held it in 6 quarters. The position peaked at $11K in Q4 2023. 195 funds tracked by Wall St. Rank hold FNCL as of Q1 2024.

Tradition Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 200 Fidelity MSCI Financials Index ETF shares in Q1 2024, an estimated $11K.
Tradition Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $11K in Q4 2023.
195 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.