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 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

FSC

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Capital Financial Advisors's FNCL Position: Q2 2022 in Review

United Capital Financial Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2022, closing a stake of 4,671 shares — an estimated $253K sold.

United Capital Financial Advisors first reported a position in FNCL in Q2 2017 and held it in 10 quarters. The position peaked at $1.01M in Q3 2018. 185 funds tracked by Wall St. Rank hold FNCL as of Q2 2022.

United Capital Financial Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2022 after selling out during the quarter.
United Capital Financial Advisors sold 4,671 Fidelity MSCI Financials Index ETF shares in Q2 2022, an estimated $253K.
United Capital Financial Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2017 and held it in 10 quarters.
United Capital Financial Advisors's Fidelity MSCI Financials Index ETF position peaked at $1.01M in Q3 2018.
185 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2022.

Based on United Capital Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.