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Wealthspire Advisors (New York)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-260
Closed -$19.9K – 1689
2025
Q3 		$19.9K Buy
+260
New +$19.6K ﹤0.01% 1685

Other funds holding FNCL

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s FNCL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 260 shares — an estimated $19.9K sold.

Wealthspire Advisors (New York) first reported a position in FNCL in Q3 2025 and held it in 1 quarter. The position peaked at $19.9K in Q3 2025. 267 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 260 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $19.9K.
  • Wealthspire Advisors (New York) first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fidelity MSCI Financials Index ETF position peaked at $19.9K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.