Wedbush Securities
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Wedbush Securities’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wedbush Securities’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 		– Sell
-11,845
Closed -$832K – 1331
2026
Q1 		$832K Buy
11,845
+1,380
+13% +$102K 0.02% 516
2025
Q4 		$814K Buy
10,465
+2,738
+35% +$207K 0.02% 512
2025
Q3 		$590K Buy
7,727
+945
+14% +$71.2K 0.02% 603
2025
Q2 		$502K Buy
6,782
+2,152
+46% +$149K 0.02% 624
2025
Q1 		$322K Buy
4,630
+156
+3% +$11.1K 0.01% 772
2024
Q4 		$307K Buy
+4,474
New +$307K 0.01% 814

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wedbush Securities's FNCL Position: Q2 2026 in Review

Wedbush Securities sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 11,845 shares — an estimated $832K sold.

Wedbush Securities first reported a position in FNCL in Q4 2024 and held it in 6 quarters. The position peaked at $832K in Q1 2026. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Wedbush Securities reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
  • Wedbush Securities sold 11,845 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $832K.
  • Wedbush Securities first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and held it in 6 quarters.
  • Wedbush Securities's Fidelity MSCI Financials Index ETF position peaked at $832K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.