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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$72.47 +0.79 (+1.10%)
(As of 11/22/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$103.48M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$37.72M
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FNCL Institutional Buying and Selling by Quarter

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
11/18/2024 Sunbelt Securities Inc.7,916$505K0.0%+4.8%0.028%
11/15/2024 Glass Jacobson Investment Advisors llc12,373$790K0.3%+2.6%0.045%
11/15/2024 Orion Portfolio Solutions LLC30,964$1.98M0.0%-6.7%0.111%
11/15/2024 EP Wealth Advisors LLC33,603$2.15M0.0%-6.5%0.121%
11/15/2024 Kovitz Investment Group Partners LLC190,572$12.18M0.1%-1.9%0.686%
11/15/2024 HighTower Advisors LLC120,767$7.69M0.0%-0.9%0.434%
11/15/2024 FSA Wealth Management LLC537$34K0.0%N/A0.002%
11/13/2024 Freedom Investment Management Inc.7,837$500K0.0%-24.8%0.028%
11/13/2024 FMR LLC60,002$3.83M0.0%+6.1%0.216%
11/13/2024Fisher Asset Management LLC6,017$384K0.0%+19.7%0.022%
11/12/2024 Centaurus Financial Inc.8,370$534K0.0%-2.3%0.030%
11/12/2024 Meridian Wealth Management LLC18,273$1.17M0.1%N/A0.066%
11/12/2024 Charles Schwab Investment Management Inc.2,001,443$127.80M0.0%-1.8%7.199%
11/8/2024 Prospera Financial Services Inc3,414$218K0.0%N/A0.012%
11/7/2024 Thrivent Financial for Lutherans135,757$8.67M0.0%+13.3%0.488%
11/6/2024 Birchcreek Wealth Management LLC18,781$1.20M0.8%-3.4%0.068%
11/6/2024 Lifeworks Advisors LLC18,143$1.16M0.2%N/A0.065%
11/5/2024 Aptus Capital Advisors LLC435$28K0.0%-99.7%0.002%
11/4/2024 G2 Capital Management LLC OH12,479$797K0.2%-17.8%0.045%
11/4/2024 Sigma 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%
10/29/2024 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%
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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%
9/23/2024 Centaurus Financial Inc.8,568$496K0.0%-17.2%0.031%
8/19/2024 EP Wealth Advisors LLC35,929$2.08M0.0%-2.4%0.129%
8/16/2024 Sunbelt Securities Inc.7,553$438K0.0%+9.7%0.027%
8/16/2024 Northwestern 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%
8/16/2024 Full Sail Capital LLC285,081$16.52M1.1%-2.3%1.025%
8/16/2024 Susquehanna International Group LLP88,851$5.15M0.0%+631.6%0.320%
8/13/2024 Thrivent Financial for Lutherans119,858$6.95M0.0%+5.7%0.431%
8/13/2024 AE Wealth Management LLC62,087$3.60M0.0%+17.1%0.223%
8/12/2024 Mercer Global Advisors Inc. ADV15,922$923K0.0%-20.6%0.057%
8/9/2024 Renaissance Technologies LLC6,400$371K0.0%-51.9%0.023%
8/8/2024 Envestnet Asset Management Inc.135,407$7.85M0.0%-6.5%0.487%
8/8/2024 PFG Advisors27,950$1.62M0.1%+0.8%0.101%
8/7/2024 AGF 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%
8/2/2024 Birchcreek Wealth Management LLC19,450$1.13M0.6%-8.5%0.070%
8/2/2024 Acorn Financial Advisory Services Inc. ADV5,764$334K0.1%+27.8%0.021%
7/31/2024 Aptus 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%
7/23/2024 Exchange Capital Management Inc.35,699$2.07M0.3%-2.7%0.128%
7/22/2024 Atria 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%
7/17/2024 Galvin 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%
5/17/2024 Comerica Bank3,818$227K0.0%+12.8%0.014%
5/15/2024SVB Wealth LLC10,927$649K0.0%+57.8%0.039%
5/14/2024 Axxcess Wealth Management LLC4,383$260K0.0%-13.3%0.016%
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5/14/2024 EP 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%
5/10/2024 Osaic Holdings Inc.135,138$8.04M0.0%-17.8%0.486%
5/9/2024 Orion 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%
5/7/2024 Primoris Wealth Advisors LLC3,432$204K0.2%N/A0.012%
5/7/2024 KCM Investment Advisors LLC3,736$222K0.0%N/A0.013%
5/7/2024 PFG Advisors27,727$1.65M0.1%+2.0%0.100%
5/6/2024 SYM FINANCIAL Corp1,100$65K0.0%-75.1%0.004%
5/6/2024 Advisory Services Network LLC126,289$7.50M0.2%+63.5%0.454%
(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, 166 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), 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 140 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 ($271.79K), Q3 Asset Management ($271.53K), AGF Management Ltd. ($175.01K), Aptus Capital Advisors LLC ($153.97K), CX Institutional ($117.83K), and Connectus Wealth LLC ($112.24K).

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

Institutional investors have bought a total of 3,529,531 shares in the last 24 months. This purchase volume represents approximately $184.80M in transactions.

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

Of the 88 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 2,778,810 shares in the last 24 months. This volume of shares sold represents approximately $137.48M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 11/23/2024 by MarketBeat.com Staff
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