UCFA
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United Capital Financial Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

United Capital Financial 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
Q2 		– Sell
-4,671
Closed -$253K – 1144
2022
Q1 		$253K Sell
4,671
-303
-6% -$16.8K ﹤0.01% 1047
2021
Q4 		$278K Buy
4,974
+2
+0% +$113 ﹤0.01% 1049
2021
Q3 		$267K Sell
4,972
-583
-10% -$31.1K ﹤0.01% 1052
2021
Q2 		$291K Buy
+5,555
New +$291K ﹤0.01% 1030
2018
Q4 		– Sell
-25,158
Closed -$1.01M – 1319
2018
Q3 		$1.01M Buy
25,158
+2,049
+9% +$84.2K 0.01% 778
2018
Q2 		$906K Buy
23,109
+1,230
+6% +$49.9K 0.01% 784
2018
Q1 		$884K Buy
21,879
+3,660
+20% +$154K 0.01% 803
2017
Q4 		$743K Buy
18,219
+4,417
+32% +$174K 0.01% 858
2017
Q3 		$524K Buy
13,802
+5,063
+58% +$186K ﹤0.01% 944
2017
Q2 		$318K Buy
+8,739
New +$307K ﹤0.01% 1054

Other funds holding FNCL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return