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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$168.02M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$49.65M
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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
2/18/2025 Sunbelt Securities Inc.10,803$741K0.1%+36.5%0.039%
2/17/2025 Visionary Wealth Advisors3,036$209K0.0%N/A0.011%
2/17/2025 Snowden Capital Advisors LLC29,094$2.00M0.1%-2.4%0.105%
2/17/2025 Full Sail Capital LLC254,956$17.51M1.1%-5.2%0.917%
2/17/2025 Cresset Asset Management LLC4,093$281K0.0%-12.5%0.015%
2/17/2025 Cetera Investment Advisers22,061$1.52M0.0%+35.4%0.079%
2/17/2025 Blue Capital Inc.8,450$580K0.4%N/A0.030%
2/17/2025 Citadel Advisors LLC3,337$229K0.0%-29.6%0.012%
2/17/2025 Bank of America Corp DE80,045$5.50M0.0%+2.9%0.288%
2/17/2025 BIP Wealth LLC3,274$225K0.0%N/A0.012%
2/17/2025 Ameriprise Financial Inc.26,440$1.82M0.0%-4.3%0.095%
2/17/2025 Acorn Financial Advisory Services Inc. ADV6,488$446K0.1%+12.5%0.023%
2/14/2025 Mercer Global Advisors Inc. ADV7,486$514K0.0%-62.1%0.027%
2/14/2025 Lido Advisors LLC2,305,294$158.33M0.7%+1.4%8.292%
2/14/2025 Kovitz Investment Group Partners LLC232,385$15.96M0.1%+21.9%0.836%
2/14/2025 Susquehanna International Group LLP34,671$2.38M0.0%-47.4%0.125%
2/14/2025 Stifel Financial Corp151,795$10.43M0.0%-1.4%0.546%
2/13/2025 NewEdge Advisors LLC7,454$512K0.0%-3.7%0.027%
2/13/2025 Mariner LLC48,613$3.34M0.0%-5.9%0.175%
2/13/2025 KDK Private Wealth Management LLC27,021$1.86M1.9%N/A0.097%
2/13/2025 Raymond James Financial Inc.19,820$1.36M0.0%N/A0.071%
2/13/2025 Advisory Services Network LLC67,958$4.67M0.1%-45.3%0.244%
2/13/2025 Renaissance Technologies LLC12,700$872K0.0%+36.6%0.046%
2/13/2025 Envestnet Asset Management Inc.46,329$3.18M0.0%-60.1%0.167%
2/13/2025 Wells Fargo & Company MN142,593$9.79M0.0%+12.7%0.513%
2/12/2025 Arete Wealth Advisors LLC2,917$200K0.0%N/A0.010%
2/12/2025 Summit Financial LLC13,821$949K0.0%+2.2%0.050%
2/12/2025 O Shaughnessy Asset Management LLC3,485$239K0.0%+98.9%0.013%
2/12/2025 CIBC Private Wealth Group LLC741$51K0.0%+278.1%0.003%
2/12/2025 Orion Portfolio Solutions LLC39,403$2.71M0.0%+27.3%0.142%
2/12/2025 Blair William & Co. IL2,138$147K0.0%+140.8%0.008%
2/12/2025 AssuredPartners Investment Advisors LLC10,071$692K0.1%N/A0.036%
2/12/2025 JPMorgan Chase & Co.108,739$7.47M0.0%+12.4%0.391%
2/12/2025 PKS Advisory Services LLC13,023$894K0.2%N/A0.047%
2/11/2025 Signature Estate & Investment Advisors LLC3,362$231K0.0%N/A0.012%
2/11/2025 Modern Wealth Management LLC56,656$4.15M0.1%N/A0.204%
2/11/2025 Congress Wealth Management LLC DE 320,907$22.04M0.3%+0.8%1.154%
2/11/2025 LPL Financial LLC224,613$15.43M0.0%+116.1%0.808%
2/10/2025 Axxcess Wealth Management LLC3,456$237K0.0%N/A0.012%
2/10/2025 Montis Financial LLC9,776$671K0.2%+2.9%0.035%
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2/10/2025 Commonwealth Equity Services LLC633,842$43.53M0.1%+65.0%2.280%
2/10/2025 Avantax Advisory Services Inc.3,387$233K0.0%N/A0.012%
2/7/2025 HighTower Advisors LLC122,765$8.43M0.0%+1.7%0.442%
2/7/2025 AGF Management Ltd.750,971$51.58M0.3%+55.0%2.701%
2/7/2025 Rialto Wealth Management LLC4,377$301K0.1%N/A0.016%
2/7/2025 Lifeworks Advisors LLC21,720$1.49M0.3%+19.7%0.078%
2/7/2025 PNC Financial Services Group Inc.1,223$84K0.0%+48.6%0.004%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,415$647K0.1%+5.2%0.034%
2/6/2025 Raymond James Financial Inc.19,820$1.36M0.0%N/A0.071%
2/6/2025 Assetmark Inc.614$42K0.0%+1,128.0%0.002%
2/6/2025 Keybank National Association OH5,347$367K0.0%-16.5%0.019%
2/6/2025 Charles Schwab Investment Management Inc.1,920,253$131.88M0.0%-4.1%6.907%
2/6/2025 Meridian Wealth Management LLC15,101$1.04M0.0%-17.4%0.054%
2/6/2025 Mission Wealth Management LP5,465$375K0.0%+32.2%0.020%
2/6/2025 Jones Financial Companies Lllp5,892$405K0.0%+38.6%0.021%
2/5/2025 US Bancorp DE2,622$180K0.0%N/A0.009%
2/5/2025 Fisher Asset Management LLC8,049$553K0.0%+33.8%0.029%
2/5/2025 SVB Wealth LLC3,762$258K0.0%N/A0.014%
2/4/2025 Exchange Capital Management Inc.33,997$2.34M0.4%-3.1%0.122%
2/4/2025 Birchcreek Wealth Management LLC19,219$1.32M0.8%+2.3%0.069%
2/3/2025 Sigma Planning Corp13,002$893K0.0%+32.6%0.047%
2/3/2025 Variant Private Wealth LLC7,692$528K0.5%N/A0.028%
2/3/2025 Capital Investment Counsel Inc5,681$390K0.1%-3.4%0.020%
2/3/2025 Pacific Sun Financial Corp6,679$459K0.3%+14.8%0.024%
2/3/2025 Private Advisor Group LLC27,764$1.91M0.0%+310.3%0.100%
1/31/2025 Global Retirement Partners LLC4,003$275K0.0%+163.4%0.014%
1/31/2025 Atria Wealth Solutions Inc.19,735$1.36M0.0%-6.7%0.071%
1/31/2025 Truist Financial Corp10,040$690K0.0%N/A0.036%
1/31/2025 J.W. Cole Advisors Inc.3,710$255K0.0%+15.5%0.013%
1/30/2025 Strategic Financial Concepts LLC23,763$1.63M0.1%N/A0.085%
1/30/2025 Principal Securities Inc.3,953$271K0.0%+4.8%0.014%
1/30/2025 Roxbury Financial LLC3,167$232K0.2%N/A0.011%
1/30/2025 Vicus 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%
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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%
(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, 201 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. ($131.88M), AGF Management Ltd. ($51.58M), Commonwealth Equity Services LLC ($43.53M), International Assets Investment Management LLC ($22.43M), Congress Wealth Management LLC DE ($22.04M), and Vicus Capital ($21.93M).Learn more on FNCL's institutional investors.

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

Of the 172 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 ($470.15K), AGF Management Ltd. ($441.40K), Commonwealth Equity Services LLC ($330.64K), Vicus Capital ($319.33K), Q3 Asset Management ($271.53K), Strategic Point Investment Advisors LLC ($205.29K), and Aptus Capital Advisors LLC ($153.97K).

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

Institutional investors have bought a total of 4,440,412 shares in the last 24 months. This purchase volume represents approximately $258.76M in transactions.

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

Of the 96 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 ($345.82K), Kestra Advisory Services LLC ($215.43K), Charles Schwab Investment Management Inc. ($202.23K), Aptus Capital Advisors LLC ($153.92K), Connectus Wealth LLC ($127.41K), and Envestnet Asset Management Inc. ($123K).

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

Institutional investors have sold a total of 2,659,310 shares in the last 24 months. This volume of shares sold represents approximately $139.11M in transactions.



This page (NYSEARCA:FNCL) was last updated on 3/3/2025 by MarketBeat.com Staff
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