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

VCI 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
2025 Q3	–	Sell	-32,989	Closed	-$2.44M	–	128
2025 Q2	$2.44M	Buy	32,989 +2,505	+8%	+$174K	0.86%	27
2025 Q1	$2.12M	Buy	30,484 +4,739	+18%	+$336K	0.89%	28
2024 Q4	$1.77M	Buy	25,745 +4,017	+18%	+$276K	0.75%	36
2024 Q3	$1.39M	Sell	21,728 -30,651	-59%	-$1.88M	0.62%	51
2024 Q2	$3.03M	Sell	52,379 -2,580	-5%	-$149K	1.5%	20
2024 Q1	$3.26M	Sell	54,959 -11,199	-17%	-$624K	2.21%	10
2023 Q4	$3.54M	Buy	+66,158	New	+$3.22M	2.16%	11

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

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

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

VCI Wealth Management's FNCL Position: Q3 2025 in Review

VCI Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q3 2025, closing a stake of 32,989 shares — an estimated $2.44M sold.

VCI Wealth Management first reported a position in FNCL in Q4 2023 and held it in 7 quarters. The position peaked at $3.54M in Q4 2023. 256 funds tracked by Wall St. Rank hold FNCL as of Q3 2025.

VCI Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q3 2025 after selling out during the quarter.
VCI Wealth Management sold 32,989 Fidelity MSCI Financials Index ETF shares in Q3 2025, an estimated $2.44M.
VCI Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2023 and held it in 7 quarters.
VCI Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $3.54M in Q4 2023.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2025.

Based on VCI Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.