Free Trial
→ Crypto Crash Ahead? (27 Experts Weigh In) (From Crypto 101 Media) (Ad) Free FNCL Stock Alerts

Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$65.77
+0.09 (+0.14%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$106.08M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$29.18M
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
11/1/2024Galvin Gaustad & Stein LLC13,472$860K0.1%-13.9%0.048%
11/1/2024Beckerman Institutional LLC5,527$353K0.3%N/A0.020%
10/31/2024 Valley Brook Capital Group Inc.4,122$263K0.2%+4.1%0.015%
10/29/2024 Farther 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%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,947$571K0.1%+7.4%0.032%
10/24/2024 J.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%
10/23/2024 Quantitative 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%
10/22/2024 Capital Investment Counsel Inc5,880$375K0.1%-3.3%0.021%
10/21/2024 Vicus Capital271,794$17.36M1.5%N/A0.978%
10/18/2024Stratos 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%
10/11/2024 Creative Planning8,726$557K0.0%+21.4%0.031%
10/10/2024 Montis Financial LLC9,503$607K0.2%N/A0.034%
10/9/2024 LongView Wealth Management4,980$318K0.1%+7.1%0.018%
10/9/2024 Pacific 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%
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%
8/16/2024 Creative 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%
8/13/2024Thrivent Financial for Lutherans119,858$6.95M0.0%+5.7%0.431%
8/13/2024AE Wealth Management LLC62,087$3.60M0.0%+17.1%0.223%
8/12/2024Mercer Global Advisors Inc. ADV15,922$923K0.0%-20.6%0.057%
8/9/2024Renaissance Technologies LLC6,400$371K0.0%-51.9%0.023%
8/8/2024Envestnet Asset Management Inc.135,407$7.85M0.0%-6.5%0.487%
Crypto Crash Ahead? (27 Experts Weigh In) (Ad)

Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!

Click here to reserve your spot at the emergency crypto summit now.
8/8/2024 PFG Advisors27,950$1.62M0.1%+0.8%0.101%
8/7/2024AGF Management Ltd.294,453$17.06M0.1%+18.4%1.059%
8/6/2024 Lynch & Associates IN33,312$1.93M0.4%+1.9%0.120%
8/2/2024Birchcreek Wealth Management LLC19,450$1.13M0.6%-8.5%0.070%
8/2/2024Acorn Financial Advisory Services Inc. ADV5,764$334K0.1%+27.8%0.021%
7/31/2024Aptus Capital Advisors LLC154,359$8.94M0.2%+39,786.0%0.555%
7/31/2024Commonwealth Equity Services LLC362,528$21.01M0.0%-0.8%1.304%
7/29/2024 Smith Chas P & Associates PA Cpas4,071$236K0.0%-6.4%0.015%
7/29/2024 Ameritas Advisory Services LLC28,515$1.65M0.1%-3.7%0.103%
7/26/2024 Patriot Financial Group Insurance Agency LLC30,095$1.74M0.3%+2.9%0.108%
7/26/2024 Cambridge Investment Research Advisors Inc.57,166$3.31M0.0%-1.1%0.206%
7/24/2024 Traynor Capital Management Inc.14,992$869K0.1%-5.7%0.054%
7/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,328$483K0.1%+2.6%0.030%
7/23/2024 American National Bank1,805$105K0.0%+48.4%0.006%
7/23/2024 TFC Financial Management Inc.1,000$58K0.0%N/A0.004%
7/23/2024Exchange Capital Management Inc.35,699$2.07M0.3%-2.7%0.128%
7/22/2024Atria Wealth Solutions Inc.19,192$1.11M0.0%-29.2%0.069%
7/22/2024 Capital Investment Counsel Inc6,079$352K0.1%+3.8%0.022%
7/22/2024 LongView Wealth Management4,650$269K0.1%N/A0.017%
7/17/2024Galvin Gaustad & Stein LLC15,644$906K0.1%-44.7%0.056%
7/16/2024 Wealth Enhancement Advisory Services LLC10,382$602K0.0%+51.7%0.037%
7/12/2024 Maltin Wealth Management Inc.53,984$3.13M1.7%+2.4%0.194%
7/11/2024 CX Institutional23,838$1.38M0.1%+1.9%0.086%
7/10/2024 CWM LLC998$58K0.0%+55.2%0.004%
7/9/2024 Mather Group LLC.7,954$472K0.0%+416.2%0.029%
5/29/2024 Pathway Financial Advisers LLC984$58K0.0%N/A0.004%
5/24/2024Cetera Advisors LLC4,991$296K0.0%N/A0.018%
5/17/2024Comerica Bank3,818$227K0.0%+12.8%0.014%
5/15/2024SVB Wealth LLC10,927$649K0.0%+57.8%0.039%
5/14/2024Axxcess Wealth Management LLC4,383$260K0.0%-13.3%0.016%
5/14/2024EP Wealth Advisors LLC36,817$2.19M0.0%-11.5%0.132%
5/11/2024 Beaumont Financial Advisors LLC21,023$1.25M0.1%-17.4%0.076%
5/10/2024Osaic Holdings Inc.135,138$8.04M0.0%-17.8%0.486%
5/9/2024Orion Portfolio Solutions LLC33,084$1.97M0.0%-31.7%0.119%
5/9/2024 Koshinski Asset Management Inc.4,153$247K0.0%-46.4%0.015%
5/7/2024Primoris Wealth Advisors LLC3,432$204K0.2%N/A0.012%
5/7/2024KCM Investment Advisors LLC3,736$222K0.0%N/A0.013%
5/7/2024 PFG Advisors27,727$1.65M0.1%+2.0%0.100%
5/6/2024SYM FINANCIAL Corp1,100$65K0.0%-75.1%0.004%
5/6/2024Advisory Services Network LLC126,289$7.50M0.2%+63.5%0.454%
5/3/2024 Smith Salley Wealth Management40,615$2.41M0.2%+16.5%0.146%
5/2/2024 Lincoln National Corp45,958$2.73M0.0%+4.4%0.165%
5/2/2024 Valley Brook Capital Group Inc.3,835$228K0.2%N/A0.014%
5/1/2024 Janney Montgomery Scott LLC6,730$400K0.0%+11.4%0.024%
5/1/2024 Mission Wealth Management LP4,377$260K0.0%N/A0.016%
4/30/2024 Private Advisor Group LLC9,523$566K0.0%-3.4%0.034%
4/30/2024Hartline Investment Corp8,118$482K0.1%N/A0.029%
4/30/2024 Arkadios Wealth Advisors3,565$212K0.0%N/A0.013%
4/29/2024Commonwealth Equity Services LLC365,442$21.71M0.0%-14.0%1.303%
4/25/2024Q3 Asset Management271,528$16.13M4.6%+253.5%0.968%
Crypto Crash Ahead? (27 Experts Weigh In) (Ad)

Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!

Click here to reserve your spot at the emergency crypto summit now.
4/25/2024 Cambridge Investment Research Advisors Inc.57,831$3.44M0.0%-12.2%0.206%
4/24/2024 Financial Freedom LLC5,726$340K0.2%+13.1%0.020%
4/19/2024 Yoder Wealth Management Inc.49,780$2.96M1.9%-0.4%0.177%
4/18/2024Exchange Capital Management Inc.36,700$2.18M0.4%-5.1%0.131%
4/18/2024 Panoramic Investment Advisors LLC4,255$253K0.2%-19.0%0.015%
4/18/2024Congress Wealth Management LLC DE311,620$18.51M0.3%+1.7%1.111%
4/18/2024 Breakwater Capital Group5,650$336K0.1%N/A0.020%
4/17/2024Founders Financial Securities LLC4,630$275K0.0%-4.5%0.017%
4/16/2024 Maltin Wealth Management Inc.52,701$3.13M1.8%+3.8%0.188%
4/15/2024Sunbelt Securities Inc.6,886$409K0.0%+4.6%0.025%
(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, 170 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($115.53M), Lido Advisors LLC ($91.51M), International Assets Investment Management LLC ($22.43M), Commonwealth Equity Services LLC ($21.01M), Congress Wealth Management LLC DE ($18.51M), Vicus Capital ($17.36M), 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 141 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 ($559.02K), Commonwealth Equity Services LLC ($289.38K), Vicus Capital ($276.49K), Q3 Asset Management ($271.53K), AGF Management Ltd. ($175.01K), Aptus Capital Advisors LLC ($153.97K), and Connectus Wealth LLC ($121.21K).

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

Institutional investors have bought a total of 3,857,269 shares in the last 24 months. This purchase volume represents approximately $197.64M in transactions.

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

Of the 92 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), Connectus Wealth LLC ($127.41K), LPL Financial LLC ($123.36K), and Cambridge Investment Research Advisors Inc. ($94.80K).

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

Institutional investors have sold a total of 2,677,438 shares in the last 24 months. This volume of shares sold represents approximately $128.81M in transactions.


Related Companies

This page (NYSEARCA:FNCL) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Sell NVDA Now?
Guess who's selling NVDA next The most successful hedge fund in history quietly sold 500,000 shares. Here's...
Chaikin Analytics | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
The centerpiece of Trump’s crypto’s masterplan …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin...
Weiss Ratings | Sponsored
How Will You Survive A Post Election Retirement Heist?
The clock is ticking, and your life savings are in an extremely vulnerable position. We are a few days away...
American Hartford Gold Group | Sponsored
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored