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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$73.77 +0.26 (+0.35%)
Closing price 08/6/2025 04:10 PM Eastern
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$73.72 -0.05 (-0.07%)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$208.06M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$98.36M
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FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Prospera Financial Services Inc3,137$233K0.0%-8.7%0.010%
8/6/2025AGF Management Ltd.579,183$42.88M0.2%-30.1%1.887%
8/6/2025AE Wealth Management LLC92,730$6.87M0.1%+6.5%0.302%
8/6/2025Maltin Wealth Management Inc.55,546$4.11M1.9%+1.6%0.181%
8/6/2025Mcrae Capital Management Inc.6,110$452K0.1%N/A0.020%
8/6/2025Aspetuck Financial Management LLC21,482$1.59M1.2%-1.8%0.070%
8/5/2025 Benchmark Financial Wealth Advisors LLC8,756$648K0.2%N/A0.029%
8/5/2025 Sigma Planning Corp20,767$1.54M0.0%-9.9%0.068%
8/5/2025 Smith Shellnut Wilson LLC ADV30,894$2.29M1.0%-5.1%0.101%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,694$718K0.1%-11.7%0.032%
8/4/2025 Prairie Wealth Advisors Inc.7,045$522K0.2%+2.8%0.023%
8/4/2025 Assetmark Inc.448$33K0.0%-23.4%0.001%
8/4/2025 World Investment Advisors9,636$713K0.0%+5.5%0.031%
8/1/2025 SYM FINANCIAL Corp700$52K0.0%N/A0.002%
8/1/2025 Envestnet Asset Management Inc.94,086$6.97M0.0%+44.3%0.306%
7/31/2025 Glass Jacobson Investment Advisors llc12,202$903K0.3%-2.2%0.040%
7/31/2025 Cornerstone Management Inc.7,110$526K0.1%+15.3%0.023%
7/31/2025 Briaud Financial Planning Inc346$25K0.0%N/A0.001%
7/30/2025 Retirement Planning Group LLC18,033$1.34M0.1%+12.1%0.059%
7/30/2025 Pacific Sun Financial Corp8,287$614K0.3%+3.9%0.027%
7/30/2025 VCI Wealth Management LLC32,989$2.44M0.9%+8.2%0.107%
7/30/2025 WBH Advisory Inc.6,760$501K0.0%+28.4%0.022%
7/29/2025 Signature Estate & Investment Advisors LLC2,716$201K0.0%-11.7%0.009%
7/29/2025 Spirit of America Management Corp NY2,433$181K0.0%-11.6%0.008%
7/29/2025 Koshinski Asset Management Inc.3,462$256K0.0%-9.2%0.011%
7/29/2025 AssuredPartners Investment Advisors LLC9,519$705K0.2%-6.5%0.031%
7/29/2025 Primoris Wealth Advisors LLC4,225$313K0.2%N/A0.014%
7/29/2025 Harbor Asset Planning Inc.28,348$2.10M2.0%N/A0.092%
7/28/2025 RFG Advisory LLC5,870$435K0.0%+72.6%0.019%
7/28/2025 Axxcess Wealth Management LLC12,180$902K0.0%+127.7%0.040%
7/28/2025 Acorn Financial Advisory Services Inc. ADV9,471$701K0.1%+34.2%0.031%
7/25/2025 Atria Wealth Solutions Inc.25,514$1.92M0.0%-40.7%0.083%
7/25/2025 CWM LLC32,406$2.40M0.0%+347.5%0.106%
7/25/2025 Strategic Point Investment Advisors LLC205,883$15.24M2.4%+0.8%0.671%
7/24/2025 Williams & Novak LLC3,325$246K0.2%-18.2%0.011%
7/24/2025 Robertson Stephens Wealth Management LLC24,640$1.82M0.1%-5.4%0.080%
7/24/2025 Galvin Gaustad & Stein LLC8,801$652K0.1%-14.1%0.029%
7/24/2025 IFP Advisors Inc6,071$450K0.0%-20.5%0.020%
7/24/2025 Court Place Advisors LLC8,340$617K0.2%-2.2%0.027%
7/22/2025 D.B. Root & Company LLC4,850$359K0.1%-5.3%0.016%
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7/22/2025 Yoder Wealth Management Inc.63,159$4.68M2.4%+1.5%0.206%
7/21/2025 Ameritas Advisory Services LLC23,511$1.74M0.1%-22.4%0.077%
7/21/2025 Exchange Capital Management Inc.31,955$2.37M0.4%-2.8%0.104%
7/21/2025 Patriot Financial Group Insurance Agency LLC33,181$2.46M0.3%+2.1%0.108%
7/18/2025 Vicus Capital299,652$22.19M1.8%+2.5%0.978%
7/18/2025 Truist Financial Corp10,592$784K0.0%+5.1%0.035%
7/17/2025 Janney Montgomery Scott LLC6,432$476K0.0%+2.6%0.021%
7/17/2025 Montis Financial LLC9,708$719K0.2%-18.8%0.032%
7/17/2025 Smith Salley Wealth Management53,785$3.98M0.2%+1.3%0.175%
7/16/2025 Signature Resources Capital Management LLC889$66K0.0%N/A0.003%
7/16/2025 CX Institutional1,478$109K0.0%+283.9%0.005%
7/16/2025 American National Bank & Trust9,711$719K0.1%+11.3%0.032%
7/16/2025 Fischer Financial Services Inc.148,236$10.97M3.2%-2.1%0.484%
7/15/2025 Aspire Capital Advisors LLC27,216$2.02M0.6%-44.1%0.089%
7/15/2025 Lynch & Associates IN34,820$2.58M0.5%+3.6%0.114%
7/14/2025 Buska Wealth Management LLC68,815$5.10M1.4%+114.7%0.225%
7/11/2025 Farther Finance Advisors LLC848$63K0.0%-70.7%0.003%
7/11/2025 CX Institutional1,478$109K0.0%+283.9%0.005%
7/11/2025 LongView Wealth Management7,562$560K0.2%+8.1%0.025%
7/10/2025 Wealth Enhancement Advisory Services LLC10,662$804K0.0%+5.2%0.035%
7/9/2025 Procyon Advisors LLC114,516$8.48M0.8%+52.6%0.374%
7/7/2025 Roxbury Financial LLC7,944$588K0.6%+3.8%0.026%
7/7/2025 Nova Wealth Management Inc.13,362$989K0.7%+20.6%0.044%
7/2/2025 HBW Advisory Services LLC3,996$296K0.0%-46.1%0.013%
6/27/2025Goldman Sachs Group Inc.8,448$587K0.0%-77.8%0.027%
6/2/2025Modern Wealth Management LLC57,334$3.99M0.1%+2.0%0.184%
5/29/2025 Nova Wealth Management Inc.11,084$771K0.7%+38.9%0.036%
5/20/2025Focus Partners Wealth2,880$200K0.0%N/A0.009%
5/19/2025Jane Street Group LLC33,721$2.34M0.0%N/A0.108%
5/16/2025 Signature Estate & Investment Advisors LLC3,077$214K0.0%-8.5%0.010%
5/16/2025Goldman Sachs Group Inc.8,448$587K0.0%-77.8%0.027%
5/16/2025Jones Financial Companies Lllp7,020$479K0.0%+19.1%0.023%
5/16/2025Legacy Wealth Managment LLC ID442$31K0.0%N/A0.001%
5/16/2025NewEdge Advisors LLC15,905$1.11M0.0%+113.4%0.051%
5/15/2025Paragon Private Wealth Management LLC6,175$429K0.2%N/A0.020%
5/15/2025EP Wealth Advisors LLC33,326$2.32M0.0%-0.8%0.107%
5/15/2025Royal Bank of Canada30,610$2.13M0.0%+71.8%0.098%
5/14/2025Full Sail Capital LLC247,937$17.24M1.1%-2.8%0.797%
5/14/2025Northwestern Mutual Wealth Management Co.201,121$13.98M0.0%-27.2%0.647%
5/14/2025Kestra Advisory Services LLC127,558$8.87M0.0%+34.0%0.410%
5/14/2025 D.B. Root & Company LLC5,119$356K0.1%-4.9%0.016%
5/14/2025Compound Planning Inc.2,907$202K0.0%N/A0.009%
5/14/2025CW Advisors LLC318,683$22.16M0.3%-0.7%1.025%
5/14/2025Flow Traders U.S. LLC11,337$788K0.0%N/A0.036%
5/13/2025 Valley Brook Capital Group Inc.4,419$307K0.2%+4.4%0.014%
5/13/2025Kovitz Investment Group Partners LLC89,487$6.22M0.0%-61.5%0.288%
5/13/2025HighTower Advisors LLC88,946$6.18M0.0%-27.5%0.286%
5/12/2025AGF Management Ltd.828,934$57.63M0.3%+10.4%2.665%
5/12/2025Meridian Wealth Management LLC16,457$1.14M0.1%+9.0%0.053%
5/12/2025 Savvy Advisors Inc.3,192$222K0.0%N/A0.010%
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5/9/2025Charles Schwab Investment Management Inc.1,854,900$128.95M0.0%-3.4%5.964%
5/9/2025 Atria Wealth Solutions Inc.43,032$2.99M0.0%+118.0%0.138%
5/9/2025Commonwealth Equity Services LLC589,418$40.98M0.1%-7.0%1.895%
5/9/2025 Blair William & Co. IL752$52K0.0%-64.8%0.002%
5/8/2025 US Bancorp DE3,341$232K0.0%+27.4%0.011%
5/8/2025 Harbour Investments Inc.1,746$121K0.0%+14.3%0.006%
5/8/2025 Arkadios Wealth Advisors3,692$257K0.0%+24.7%0.012%
5/8/2025Independence Financial Advisors LLC139,669$9.71M3.7%N/A0.449%
5/7/2025 Purkiss Capital Advisors LLC2,935$204K0.2%N/A0.009%
5/7/2025 Galvin Gaustad & Stein LLC10,251$713K0.1%-20.2%0.033%
(Data available from 1/1/2016 forward)

FNCL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNCL shares?

During the previous two years, 227 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($158.33M), Charles Schwab Investment Management Inc. ($128.95M), AGF Management Ltd. ($42.88M), Commonwealth Equity Services LLC ($40.98M), International Assets Investment Management LLC ($22.43M), Vicus Capital ($22.19M), and CW Advisors LLC ($22.16M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

Which institutional investors have been buying Fidelity MSCI Financials Index ETF's stock?

Of the 199 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($486.16K), Lido Advisors LLC ($470.15K), Commonwealth Equity Services LLC ($330.64K), Vicus Capital ($326.66K), Q3 Asset Management ($271.53K), Strategic Point Investment Advisors LLC ($206.87K), and LPL Financial LLC ($180.97K).

How much institutional buying is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have bought a total of 3,057,984 shares in the last 24 months. This purchase volume represents approximately $208.06M in transactions.

Which of Fidelity MSCI Financials Index ETF's major shareholders have been selling company stock?

Of the 81 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AGF Management Ltd. ($249.75K), Charles Schwab Investment Management Inc. ($184.00K), Aptus Capital Advisors LLC ($153.92K), Kovitz Investment Group Partners LLC ($146.64K), Envestnet Asset Management Inc. ($79.23K), Northwestern Mutual Wealth Management Co. ($75.21K), and Q3 Asset Management ($68.68K).

How much institutional selling is happening at Fidelity MSCI Financials Index ETF?

Institutional investors have sold a total of 1,420,855 shares in the last 24 months. This volume of shares sold represents approximately $98.36M in transactions.



This page (NYSEARCA:FNCL) was last updated on 8/7/2025 by MarketBeat.com Staff
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