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BOLTON SECURITIES CORPORATION’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$21.1K Buy
+300
New +$22.3K ﹤0.01% 1444
2025
Q3 		$30.5K Buy
+400
New +$30.1K ﹤0.01% 1283
2025
Q1 		$27.8K Buy
+400
New +$28.4K ﹤0.01% 1211

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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 $24.5B AUM 50.2% 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 $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Sava Pension Fund (Sava Penzisko Drushtvo)
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FNCL Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026: 300 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FNCL as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FNCL in Q1 2025 and has held it in 3 quarters since. The position peaked at $30.5K in Q3 2025. 257 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 300 shares of Fidelity MSCI Financials Index ETF worth $21.1K as of Q1 2026.
  • Fidelity MSCI Financials Index ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1444 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Fidelity MSCI Financials Index ETF position peaked at $30.5K in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.