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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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return