Western Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Western Wealth Management’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	$942K	Buy	12,299 +2	+0%	+$148	0.03%	498
2026 Q1	$863K	Buy	12,297 +5	+0%	+$371	0.03%	492
2025 Q4	$956K	Sell	12,292 -73	-0.6%	-$5.52K	0.04%	366
2025 Q3	$944K	Buy	12,365 +3	+0%	+$226	0.05%	316
2025 Q2	$915K	Buy	12,362 +3	+0%	+$208	0.05%	296
2025 Q1	$859K	Buy	12,359 +3	+0%	+$213	0.06%	279
2024 Q4	$849K	Buy	12,356 +3	+0%	+$206	0.05%	342
2024 Q3	$789K	Sell	12,353 -1,487	-11%	-$91.4K	0.05%	348
2024 Q2	$802K	Buy	13,840 +4	+0%	+$232	0.06%	263
2024 Q1	$822K	Buy	13,836 +3	+0%	+$167	0.06%	260
2023 Q4	$741K	Buy	13,833 +4	+0%	+$195	0.05%	333
2023 Q3	$644K	Buy	13,829 +1	+0%	+$48	0.05%	330
2023 Q2	$651K	Buy	13,828 +5	+0%	+$227	0.06%	322
2023 Q1	$623K	Buy	13,823 +22	+0.2%	+$1.08K	0.06%	321
2022 Q4	$662K	Sell	13,801 -13,804	-50%	-$660K	0.07%	300
2022 Q3	$1.19M	Sell	27,605 -4	-0%	-$188	0.07%	267
2022 Q2	$1.23M	Sell	27,609 -373	-1%	-$18.2K	0.07%	264
2022 Q1	$1.52M	Buy	27,982 +14,634	+110%	+$812K	0.07%	255
2021 Q4	$746K	Buy	+13,348	New	+$753K	0.07%	252
2021 Q2	$677K	Buy	13,003 +4,595	+55%	+$240K	0.07%	287
2021 Q1	$412K	Buy	8,408 +2,200	+35%	+$102K	0.06%	327
2020 Q4	$262K	Sell	6,208 -13	-0.2%	-$497	0.04%	380
2020 Q3	$210K	Buy	+6,221	New	+$214K	0.03%	404
2020 Q1	–	Sell	-6,516	Closed	-$289K	–	388
2019 Q4	$289K	Sell	6,516 -16	-0.2%	-$679	0.04%	319
2019 Q3	$264K	Sell	6,532 -132	-2%	-$5.3K	0.05%	317
2019 Q2	$266K	Buy	6,664 +79	+1%	+$3.12K	0.03%	330
2019 Q1	$247K	Buy	+6,585	New	+$248K	0.06%	323

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

Western Wealth Management's FNCL Position: Q2 2026 in Review

Western Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.02% in Q2 2026, buying an estimated $148 and bringing the position to 12,299 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #498.

Western Wealth Management first reported a position in FNCL in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.52M in Q1 2022. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Western Wealth Management held 12,299 shares of Fidelity MSCI Financials Index ETF worth $942K as of Q2 2026.
Western Wealth Management bought 2 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $148.
Fidelity MSCI Financials Index ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #498 holding.
Western Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2019 and has held it in 27 quarters since.
Western Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $1.52M in Q1 2022.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.