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

Yoder 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
Q1 		$6.57M Buy
93,649
+11,835
+14% +$879K 3% 7
2025
Q4 		$6.36M Buy
81,814
+13,304
+19% +$1.01M 2.9% 9
2025
Q3 		$5.23M Buy
68,510
+5,351
+8% +$403K 2.47% 13
2025
Q2 		$4.68M Buy
63,159
+922
+1% +$63.9K 2.44% 13
2025
Q1 		$4.33M Buy
62,237
+3,824
+7% +$271K 2.44% 12
2024
Q4 		$4.01M Buy
58,413
+6,835
+13% +$470K 2.22% 11
2024
Q3 		$3.29M Buy
51,578
+3,653
+8% +$225K 1.98% 17
2024
Q2 		$2.78M Sell
47,925
-1,855
-4% -$107K 1.8% 18
2024
Q1 		$2.96M Sell
49,780
-211
-0.4% -$11.7K 1.93% 16
2023
Q4 		$2.68M Buy
49,991
+4,187
+9% +$204K 1.89% 17
2023
Q3 		$2.13M Buy
45,804
+3,728
+9% +$180K 1.76% 16
2023
Q2 		$1.98M Buy
42,076
+6,638
+19% +$301K 1.56% 19
2023
Q1 		$1.6M Buy
+35,438
New +$1.74M 1.33% 23

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Yoder Wealth Management's FNCL Position: Q1 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 14% in Q1 2026, buying an estimated $879K and bringing the position to 93,649 shares worth $6.57M. The position accounts for 3% of the portfolio, ranked #7.

Yoder Wealth Management first reported a position in FNCL in Q1 2023 and has held it in 13 quarters since. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Yoder Wealth Management held 93,649 shares of Fidelity MSCI Financials Index ETF worth $6.57M as of Q1 2026.
  • Yoder Wealth Management bought 11,835 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $879K.
  • Fidelity MSCI Financials Index ETF made up 3% of Yoder Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and has held it in 13 quarters since.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.