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Waverly Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Waverly 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
2026
Q1 		$14.7K Hold
210
– – ﹤0.01% 1597
2025
Q4 		$16.3K Buy
+210
New +$15.9K ﹤0.01% 1463

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Waverly Advisors's FNCL Position: Q1 2026 in Review

Waverly Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q1 2026 at 210 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Waverly Advisors first reported a position in FNCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.3K in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Waverly Advisors held 210 shares of Fidelity MSCI Financials Index ETF worth $14.7K as of Q1 2026.
  • Waverly Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1597 holding.
  • Waverly Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Fidelity MSCI Financials Index ETF position peaked at $16.3K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.