Free Trial
→ A new coin is elbowing its way to the top of the crypto world (From Weiss Ratings) (Ad) Free FNCL Stock Alerts

Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$73.71 +0.69 (+0.94%)
Closing price 04:10 PM Eastern
Extended Trading
$73.75 +0.04 (+0.05%)
As of 07:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$120.53M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$41.96M
Get FNCL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity MSCI Financials Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FNCL Institutional Buying and Selling by Quarter

Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025 Strategic Financial Concepts LLC23,763$1.63M0.1%N/A0.085%
1/30/2025Principal Securities Inc.3,953$271K0.0%+4.8%0.014%
1/30/2025Roxbury Financial LLC3,167$232K0.2%N/A0.011%
1/30/2025Vicus Capital319,325$21.93M1.9%+17.5%1.149%
1/29/2025 Essex Financial Services Inc.3,237$222K0.0%N/A0.012%
1/28/2025 Kestra Private Wealth Services LLC33,470$2.30M0.0%-3.4%0.120%
1/28/2025 Prairie Wealth Advisors Inc.6,875$472K0.2%N/A0.025%
1/28/2025 Strategic Financial Concepts LLC23,763$1.63M0.0%N/A0.085%
1/27/2025 Silver Oak Securities Incorporated4,160$286K0.0%N/A0.015%
1/27/2025 Robertson Stephens Wealth Management LLC26,035$1.79M0.1%+5.7%0.094%
1/27/2025 Choreo LLC3,235$222K0.0%N/A0.012%
1/27/2025 Spirit of America Management Corp NY2,771$190K0.0%+8.3%0.010%
1/27/2025 Tanager Wealth Management LLP7,323$503K0.1%N/A0.026%
1/24/2025 Round Rock Advisors LLC3,000$206K0.0%N/A0.011%
1/24/2025 Q3 Asset Management159,105$10.93M6.8%-27.7%0.572%
1/24/2025 Yoder Wealth Management Inc.58,413$4.01M2.2%+13.3%0.210%
1/23/2025 Strategic Point Investment Advisors LLC205,290$14.10M2.3%N/A0.738%
1/22/2025 VCI Wealth Management LLC25,745$1.77M0.8%+18.5%0.093%
1/22/2025 Court Place Advisors LLC8,237$566K0.2%-3.5%0.030%
1/21/2025 Monte Financial Group LLC3,255$224K0.1%N/A0.012%
1/21/2025 Rappaport Reiches Capital Management LLC14,131$970K0.3%+5.8%0.051%
1/21/2025 RFG Advisory LLC3,731$256K0.0%N/A0.013%
1/17/2025 Secure Asset Management LLC3,974$273K0.0%-14.9%0.014%
1/17/2025 Galvin Gaustad & Stein LLC12,839$882K0.1%-4.7%0.046%
1/17/2025 D.B. Root & Company LLC5,384$370K0.1%-9.5%0.019%
1/17/2025 Mutual Advisors LLC6,107$433K0.0%+2.5%0.022%
1/17/2025 Traynor Capital Management Inc.13,755$945K0.1%-7.5%0.049%
1/17/2025 Dakota Wealth Management3,000$206K0.0%N/A0.011%
1/17/2025 Beaumont Financial Advisors LLC24,739$1.70M0.1%+12.2%0.089%
1/16/2025 Amplius Wealth Advisors LLC2,998$206K0.0%N/A0.011%
1/16/2025 Harbor Investment Advisory LLC1,423$98K0.0%N/A0.005%
1/16/2025 Maltin Wealth Management Inc.52,475$3.60M1.8%-4.8%0.189%
1/15/2025 Smith Salley Wealth Management52,354$3.60M0.2%+7.3%0.188%
1/15/2025 Arkadios Wealth Advisors2,961$203K0.0%N/A0.011%
1/15/2025 LongView Wealth Management6,620$455K0.1%+32.9%0.024%
1/15/2025 Merit Financial Group LLC11,664$801K0.0%-26.3%0.042%
1/15/2025 Procyon Advisors LLC65,356$4.49M0.3%N/A0.235%
1/15/2025 Decker Retirement Planning Inc.423$29K0.0%N/A0.002%
1/13/2025 Elevated Capital Advisors LLC4,771$328K0.1%N/A0.017%
1/10/2025 Lynch & Associates IN34,277$2.35M0.5%-0.9%0.123%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
1/10/2025 Atlas Brown Inc.3,422$235K0.1%N/A0.012%
1/10/2025 HBW Advisory Services LLC3,183$219K0.0%-7.1%0.011%
1/6/2025 CWA Asset Management Group LLC3,405$234K0.0%N/A0.012%
12/26/2024JPMorgan Chase & Co.96,732$6.18M0.0%-0.9%0.348%
11/27/2024Franklin Resources Inc.3,306$219K0.0%+43.4%0.012%
11/18/2024Sunbelt Securities Inc.7,916$505K0.0%+4.8%0.028%
11/15/2024Glass Jacobson Investment Advisors llc12,373$790K0.3%+2.6%0.045%
11/15/2024Orion Portfolio Solutions LLC30,964$1.98M0.0%-6.7%0.111%
11/15/2024EP Wealth Advisors LLC33,603$2.15M0.0%-6.5%0.121%
11/15/2024Kovitz Investment Group Partners LLC190,572$12.18M0.1%-1.9%0.686%
11/15/2024HighTower Advisors LLC120,767$7.69M0.0%-0.9%0.434%
11/15/2024FSA Wealth Management LLC537$34K0.0%N/A0.002%
11/13/2024Freedom Investment Management Inc.7,837$500K0.0%-24.8%0.028%
11/13/2024FMR LLC60,002$3.83M0.0%+6.1%0.216%
11/13/2024Fisher Asset Management LLC6,017$384K0.0%+19.7%0.022%
11/12/2024Centaurus Financial Inc.8,370$534K0.0%-2.3%0.030%
11/12/2024Meridian Wealth Management LLC18,273$1.17M0.1%N/A0.066%
11/12/2024Charles Schwab Investment Management Inc.2,001,443$127.80M0.0%-1.8%7.199%
11/8/2024Prospera Financial Services Inc3,414$218K0.0%N/A0.012%
11/7/2024Thrivent Financial for Lutherans135,757$8.67M0.0%+13.3%0.488%
11/6/2024Birchcreek Wealth Management LLC18,781$1.20M0.8%-3.4%0.068%
11/6/2024Lifeworks Advisors LLC18,143$1.16M0.2%N/A0.065%
11/5/2024Aptus Capital Advisors LLC435$28K0.0%-99.7%0.002%
11/4/2024G2 Capital Management LLC OH12,479$797K0.2%-17.8%0.045%
11/4/2024Sigma Planning Corp9,802$626K0.0%+3.3%0.035%
11/1/2024 Galvin Gaustad & Stein LLC13,472$860K0.1%-13.9%0.048%
11/1/2024 Beckerman Institutional LLC5,527$353K0.3%N/A0.020%
10/31/2024 Valley Brook Capital Group Inc.4,122$263K0.2%+4.1%0.015%
10/29/2024Farther Finance Advisors LLC3,161$202K0.0%+11,189.3%0.011%
10/24/2024 Patriot Financial Group Insurance Agency LLC30,801$1.97M0.3%+2.3%0.111%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,947$571K0.1%+7.4%0.032%
10/24/2024J.W. Cole Advisors Inc.3,213$205K0.0%N/A0.012%
10/24/2024 Smith Salley Wealth Management48,771$3.11M0.2%+20.3%0.175%
10/24/2024 Wealth Enhancement Advisory Services LLC9,278$592K0.0%-10.6%0.033%
10/23/2024 Court Place Advisors LLC8,537$545K0.2%+2.0%0.031%
10/23/2024Quantitative Strategies Inc.89,025$5.69M3.0%+3.2%0.320%
10/23/2024 Spirit of America Management Corp NY2,558$163K0.0%-7.1%0.009%
10/23/2024 Yoder Wealth Management Inc.51,578$3.29M2.0%+7.6%0.186%
10/22/2024 International Assets Investment Management LLC35,120$22.43M0.0%N/A0.126%
10/22/2024Capital Investment Counsel Inc5,880$375K0.1%-3.3%0.021%
10/21/2024Vicus Capital271,794$17.36M1.5%N/A0.978%
10/18/2024 Stratos Wealth Advisors LLC3,833$245K0.0%+8.2%0.014%
10/16/2024 Secure Asset Management LLC4,671$298K0.1%N/A0.017%
10/16/2024 Lynch & Associates IN34,601$2.21M0.5%+3.9%0.124%
10/11/2024Creative Planning8,726$557K0.0%+21.4%0.031%
10/10/2024Montis Financial LLC9,503$607K0.2%N/A0.034%
10/9/2024 LongView Wealth Management4,980$318K0.1%+7.1%0.018%
10/9/2024Pacific Sun Financial Corp5,818$372K0.2%+4.4%0.021%
10/9/2024 Maltin Wealth Management Inc.55,093$3.52M1.7%+2.1%0.198%
10/9/2024 Beaumont Financial Advisors LLC22,050$1.41M0.1%+4.8%0.079%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/8/2024 Mather Group LLC.1,517$97K0.0%-80.9%0.005%
10/4/2024 HBW Advisory Services LLC3,426$219K0.0%N/A0.012%
10/2/2024 American National Bank & Trust2,419$154K0.0%+34.0%0.009%
9/23/2024Centaurus Financial Inc.8,568$496K0.0%-17.2%0.031%
8/19/2024EP Wealth Advisors LLC35,929$2.08M0.0%-2.4%0.129%
8/16/2024Sunbelt Securities Inc.7,553$438K0.0%+9.7%0.027%
8/16/2024Northwestern Mutual Wealth Management Co.98,131$5.69M0.0%+266.0%0.353%
8/16/2024Creative Planning7,189$417K0.0%+16.1%0.026%
8/16/2024Full Sail Capital LLC285,081$16.52M1.1%-2.3%1.025%
8/16/2024Susquehanna International Group LLP88,851$5.15M0.0%+631.6%0.320%
(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, 183 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($127.80M), Lido Advisors LLC ($91.51M), International Assets Investment Management LLC ($22.43M), Vicus Capital ($21.93M), Commonwealth Equity Services LLC ($21.01M), Congress Wealth Management LLC DE ($18.51M), and AGF Management Ltd. ($17.06M).Learn more on FNCL's institutional investors.

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

Of the 157 institutional investors that purchased Fidelity MSCI Financials Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lido Advisors LLC ($438.06K), Vicus Capital ($319.33K), Q3 Asset Management ($271.53K), Strategic Point Investment Advisors LLC ($205.29K), AGF Management Ltd. ($175.01K), Aptus Capital Advisors LLC ($153.97K), and CX Institutional ($117.83K).

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

Institutional investors have bought a total of 3,839,547 shares in the last 24 months. This purchase volume represents approximately $208.97M in transactions.

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

Of the 91 institutional investors that sold Fidelity MSCI Financials Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($400.34K), Commonwealth Equity Services LLC ($393.63K), Brinker Capital Investments LLC ($277.96K), Kestra Advisory Services LLC ($215.43K), Aptus Capital Advisors LLC ($153.92K), Connectus Wealth LLC ($127.41K), and LPL Financial LLC ($123.36K).

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

Institutional investors have sold a total of 2,832,570 shares in the last 24 months. This volume of shares sold represents approximately $141.59M in transactions.


Related Companies

This page (NYSEARCA:FNCL) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
Texas approves new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
This Crypto Is Set to Explode in January
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Trump’s back in the oval office. Buy this coin now.
Juan Villaverde called the top and bottom of every crypto bull market since 2012. And he says 2025 could be...
Weiss Ratings | Sponsored