Wealth Enhancement Advisory Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$838K	Buy	10,547 +366	+4%	+$27.1K	﹤0.01%	2213
2026 Q1	$718K	Sell	10,181 -15,951	-61%	-$1.18M	﹤0.01%	2045
2025 Q4	$2.1M	Buy	26,132 +12,861	+97%	+$972K	﹤0.01%	1485
2025 Q3	$1.01M	Buy	13,271 +2,609	+24%	+$197K	﹤0.01%	1858
2025 Q2	$804K	Buy	10,662 +530	+5%	+$36.8K	﹤0.01%	1875
2025 Q1	$704K	Buy	10,132 +763	+8%	+$54.1K	﹤0.01%	1821
2024 Q4	$643K	Buy	9,369 +91	+1%	+$6.25K	﹤0.01%	1809
2024 Q3	$592K	Sell	9,278 -1,104	-11%	-$67.9K	﹤0.01%	1706
2024 Q2	$602K	Buy	10,382 +3,540	+52%	+$205K	﹤0.01%	1531
2024 Q1	$406K	Buy	6,842 +570	+9%	+$31.7K	﹤0.01%	1713
2023 Q4	$336K	Buy	6,272 +1,695	+37%	+$82.6K	﹤0.01%	1743
2023 Q3	$213K	Buy	+4,577	New	+$221K	﹤0.01%	1967

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's FNCL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 3.6% in Q2 2026, buying an estimated $27.1K and bringing the position to 10,547 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Wealth Enhancement Advisory Services first reported a position in FNCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Wealth Enhancement Advisory Services held 10,547 shares of Fidelity MSCI Financials Index ETF worth $838K as of Q2 2026.
Wealth Enhancement Advisory Services bought 366 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $27.1K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2213 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Financials Index ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Fidelity MSCI Financials Index ETF position peaked at $2.1M in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.