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RAFFA WEALTH MANAGEMENT, LLC’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q1 		– Sell
-264
Closed -$18.2K – 1094
2024
Q4 		$18.2K Buy
+264
New +$18.1K ﹤0.01% 240

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 $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FNCL Position: Q1 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2025, closing a stake of 264 shares — an estimated $18.2K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FNCL in Q4 2024 and held it in 1 quarter. The position peaked at $18.2K in Q4 2024. 259 funds tracked by Wall St. Rank hold FNCL as of Q1 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 264 Fidelity MSCI Financials Index ETF shares in Q1 2025, an estimated $18.2K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Fidelity MSCI Financials Index ETF position peaked at $18.2K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.