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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$66.27 -3.77 (-5.38%)
Closing price 04/3/2025 04:10 PM Eastern
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$66.24 -0.03 (-0.05%)
As of 04/3/2025 06:41 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.
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$170.20M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$49.53M
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FNCL Institutional Buying and Selling by Quarter

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Fidelity MSCI Financials Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/12/2025Centaurus Financial Inc.8,584$590K0.0%+2.6%0.028%
3/4/2025Smith Shellnut Wilson LLC ADV31,889$2.19M1.0%N/A0.103%
2/18/2025Sunbelt Securities Inc.10,803$741K0.1%+36.5%0.039%
2/17/2025Visionary Wealth Advisors3,036$209K0.0%N/A0.011%
2/17/2025Snowden Capital Advisors LLC29,094$2.00M0.1%-2.4%0.105%
2/17/2025Full Sail Capital LLC254,956$17.51M1.1%-5.2%0.917%
2/17/2025Cresset Asset Management LLC4,093$281K0.0%-12.5%0.015%
2/17/2025Cetera Investment Advisers22,061$1.52M0.0%+35.4%0.079%
2/17/2025Blue Capital Inc.8,450$580K0.4%N/A0.030%
2/17/2025Citadel Advisors LLC3,337$229K0.0%-29.6%0.012%
2/17/2025Bank of America Corp DE80,045$5.50M0.0%+2.9%0.288%
2/17/2025BIP Wealth LLC3,274$225K0.0%N/A0.012%
2/17/2025Ameriprise Financial Inc.26,440$1.82M0.0%-4.3%0.095%
2/17/2025Acorn Financial Advisory Services Inc. ADV6,488$446K0.1%+12.5%0.023%
2/14/2025Mercer Global Advisors Inc. ADV7,486$514K0.0%-62.1%0.027%
2/14/2025Lido Advisors LLC2,305,294$158.33M0.7%+1.4%8.292%
2/14/2025Kovitz Investment Group Partners LLC232,385$15.96M0.1%+21.9%0.836%
2/14/2025Susquehanna International Group LLP34,671$2.38M0.0%-47.4%0.125%
2/14/2025Stifel Financial Corp151,795$10.43M0.0%-1.4%0.546%
2/13/2025NewEdge Advisors LLC7,454$512K0.0%-3.7%0.027%
2/13/2025Mariner LLC48,613$3.34M0.0%-5.9%0.175%
2/13/2025KDK Private Wealth Management LLC27,021$1.86M1.9%N/A0.097%
2/13/2025Raymond James Financial Inc.19,820$1.36M0.0%N/A0.071%
2/13/2025Advisory Services Network LLC67,958$4.67M0.1%-45.3%0.244%
2/13/2025Renaissance Technologies LLC12,700$872K0.0%+36.6%0.046%
2/13/2025Envestnet Asset Management Inc.46,329$3.18M0.0%-60.1%0.167%
2/13/2025Wells Fargo & Company MN142,593$9.79M0.0%+12.7%0.513%
2/12/2025Arete Wealth Advisors LLC2,917$200K0.0%N/A0.010%
2/12/2025Summit Financial LLC13,821$949K0.0%+2.2%0.050%
2/12/2025O Shaughnessy Asset Management LLC3,485$239K0.0%+98.9%0.013%
2/12/2025CIBC Private Wealth Group LLC741$51K0.0%+278.1%0.003%
2/12/2025Orion Portfolio Solutions LLC39,403$2.71M0.0%+27.3%0.142%
2/12/2025Blair William & Co. IL2,138$147K0.0%+140.8%0.008%
2/12/2025AssuredPartners Investment Advisors LLC10,071$692K0.1%N/A0.036%
2/12/2025JPMorgan Chase & Co.108,739$7.47M0.0%+12.4%0.391%
2/12/2025PKS Advisory Services LLC13,023$894K0.2%N/A0.047%
2/11/2025Signature Estate & Investment Advisors LLC3,362$231K0.0%N/A0.012%
2/11/2025Modern Wealth Management LLC56,656$4.15M0.1%N/A0.204%
2/11/2025Congress Wealth Management LLC DE320,907$22.04M0.3%+0.8%1.154%
2/11/2025LPL Financial LLC224,613$15.43M0.0%+116.1%0.808%
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2/10/2025Axxcess Wealth Management LLC3,456$237K0.0%N/A0.012%
2/10/2025Montis Financial LLC9,776$671K0.2%+2.9%0.035%
2/10/2025Commonwealth Equity Services LLC633,842$43.53M0.1%+65.0%2.280%
2/10/2025Avantax Advisory Services Inc.3,387$233K0.0%N/A0.012%
2/7/2025HighTower Advisors LLC122,765$8.43M0.0%+1.7%0.442%
2/7/2025AGF Management Ltd.750,971$51.58M0.3%+55.0%2.701%
2/7/2025Rialto Wealth Management LLC4,377$301K0.1%N/A0.016%
2/7/2025Lifeworks Advisors LLC21,720$1.49M0.3%+19.7%0.078%
2/7/2025PNC Financial Services Group Inc.1,223$84K0.0%+48.6%0.004%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,415$647K0.1%+5.2%0.034%
2/6/2025Raymond James Financial Inc.19,820$1.36M0.0%N/A0.071%
2/6/2025Assetmark Inc.614$42K0.0%+1,128.0%0.002%
2/6/2025Keybank National Association OH5,347$367K0.0%-16.5%0.019%
2/6/2025Charles Schwab Investment Management Inc.1,920,253$131.88M0.0%-4.1%6.907%
2/6/2025Meridian Wealth Management LLC15,101$1.04M0.0%-17.4%0.054%
2/6/2025Mission Wealth Management LP5,465$375K0.0%+32.2%0.020%
2/6/2025Jones Financial Companies Lllp5,892$405K0.0%+38.6%0.021%
2/5/2025US Bancorp DE2,622$180K0.0%N/A0.009%
2/5/2025Fisher Asset Management LLC8,049$553K0.0%+33.8%0.029%
2/5/2025SVB Wealth LLC3,762$258K0.0%N/A0.014%
2/4/2025Exchange Capital Management Inc.33,997$2.34M0.4%-3.1%0.122%
2/4/2025Birchcreek Wealth Management LLC19,219$1.32M0.8%+2.3%0.069%
2/3/2025Sigma Planning Corp13,002$893K0.0%+32.6%0.047%
2/3/2025Variant Private Wealth LLC7,692$528K0.5%N/A0.028%
2/3/2025Capital Investment Counsel Inc5,681$390K0.1%-3.4%0.020%
2/3/2025Pacific Sun Financial Corp6,679$459K0.3%+14.8%0.024%
2/3/2025Private Advisor Group LLC27,764$1.91M0.0%+310.3%0.100%
1/31/2025Global Retirement Partners LLC4,003$275K0.0%+163.4%0.014%
1/31/2025Atria Wealth Solutions Inc.19,735$1.36M0.0%-6.7%0.071%
1/31/2025Truist Financial Corp10,040$690K0.0%N/A0.036%
1/31/2025J.W. Cole Advisors Inc.3,710$255K0.0%+15.5%0.013%
1/30/2025Strategic 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%
1/29/2025Essex Financial Services Inc.3,237$222K0.0%N/A0.012%
1/28/2025Kestra Private Wealth Services LLC33,470$2.30M0.0%-3.4%0.120%
1/28/2025Prairie Wealth Advisors Inc.6,875$472K0.2%N/A0.025%
1/28/2025Strategic Financial Concepts LLC23,763$1.63M0.0%N/A0.085%
1/27/2025Silver Oak Securities Incorporated4,160$286K0.0%N/A0.015%
1/27/2025Robertson Stephens Wealth Management LLC26,035$1.79M0.1%+5.7%0.094%
1/27/2025Choreo LLC3,235$222K0.0%N/A0.012%
1/27/2025Spirit of America Management Corp NY2,771$190K0.0%+8.3%0.010%
1/27/2025Tanager Wealth Management LLP7,323$503K0.1%N/A0.026%
1/24/2025Round Rock Advisors LLC3,000$206K0.0%N/A0.011%
1/24/2025Q3 Asset Management159,105$10.93M6.8%-27.7%0.572%
1/24/2025Yoder Wealth Management Inc.58,413$4.01M2.2%+13.3%0.210%
1/23/2025Strategic Point Investment Advisors LLC205,290$14.10M2.3%N/A0.738%
1/22/2025VCI Wealth Management LLC25,745$1.77M0.8%+18.5%0.093%
1/22/2025Court Place Advisors LLC8,237$566K0.2%-3.5%0.030%
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1/21/2025Monte Financial Group LLC3,255$224K0.1%N/A0.012%
1/21/2025Rappaport Reiches Capital Management LLC14,131$970K0.3%+5.8%0.051%
1/21/2025RFG Advisory LLC3,731$256K0.0%N/A0.013%
1/17/2025Secure Asset Management LLC3,974$273K0.0%-14.9%0.014%
1/17/2025Galvin Gaustad & Stein LLC12,839$882K0.1%-4.7%0.046%
1/17/2025D.B. Root & Company LLC5,384$370K0.1%-9.5%0.019%
1/17/2025Mutual Advisors LLC6,107$433K0.0%+2.5%0.022%
1/17/2025Traynor Capital Management Inc.13,755$945K0.1%-7.5%0.049%
1/17/2025Dakota Wealth Management3,000$206K0.0%N/A0.011%
1/17/2025Beaumont Financial Advisors LLC24,739$1.70M0.1%+12.2%0.089%
(Data available from 1/1/2016 forward)

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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 173 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 4,468,015 shares in the last 24 months. This purchase volume represents approximately $260.75M 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.


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This page (NYSEARCA:FNCL) was last updated on 4/4/2025 by MarketBeat.com Staff
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