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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$75.35 -0.29 (-0.38%)
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$220.61M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$117.56M
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Skip Chart & View Institutional Buying and Selling Data

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
9/22/2025Caldwell Trust Co600$44K0.0%N/A0.002%
8/29/2025Centaurus Financial Inc.8,082$598K0.0%-5.0%0.026%
8/27/2025Orion Porfolio Solutions LLC39,904$2.95M0.0%-4.9%0.130%
8/26/2025Thrivent Financial for Lutherans78,514$5.81M0.0%+6.2%0.255%
8/19/2025Advisory Services Network LLC8,061$599K0.0%-88.3%0.026%
8/15/2025Tower Research Capital LLC TRC 2,855$211K0.0%-59.2%0.009%
8/15/2025Captrust Financial Advisors2,866$212K0.0%N/A0.009%
8/15/2025Snowden Capital Advisors LLC28,063$2.08M0.1%-0.9%0.091%
8/15/2025Orion Porfolio Solutions LLC55,851$4.14M0.0%+33.2%0.181%
8/15/2025MML Investors Services LLC13,111$971K0.0%-74.2%0.043%
8/15/2025Modern Wealth Management LLC137,539$10.18M0.3%+139.9%0.447%
8/15/2025Great Valley Advisor Group Inc.17,752$1.31M0.0%-10.3%0.058%
8/15/2025EP Wealth Advisors LLC32,802$2.43M0.0%-1.6%0.107%
8/15/2025Blue Capital Inc.14,392$1.07M0.8%N/A0.047%
8/15/2025Bank of America Corp DE102,212$7.57M0.0%+17.4%0.332%
8/15/2025Ameriprise Financial Inc.103,983$7.70M0.0%+120.4%0.338%
8/14/2025Raymond James Financial Inc.18,810$1.39M0.0%-2.3%0.061%
8/14/2025Quantinno Capital Management LP18,459$1.37M0.0%+15.0%0.060%
8/14/2025NewEdge Advisors LLC12,793$947K0.0%-19.6%0.042%
8/14/2025Qube Research & Technologies Ltd1,801$133K0.0%+14.1%0.006%
8/14/2025SVB Wealth LLC3,762$279K0.0%N/A0.012%
8/13/2025Cresset Asset Management LLC3,890$288K0.0%-5.0%0.013%
8/13/2025CW Advisors LLC312,278$23.12M0.2%-2.0%1.014%
8/13/2025Fisher Asset Management LLC14,705$1.09M0.0%+52.5%0.048%
8/13/2025Lido Advisors LLC2,508,013$185.69M0.7%-0.8%8.143%
8/13/2025Northwestern Mutual Wealth Management Co.93,931$6.96M0.0%-53.3%0.305%
8/12/2025J.W. Cole Advisors Inc.6,404$474K0.0%N/A0.021%
8/12/2025Steward Partners Investment Advisory LLC56,819$4.21M0.0%+3,394.4%0.184%
8/12/2025Global Retirement Partners LLC4,052$300K0.0%N/A0.013%
8/12/2025Charles Schwab Investment Management Inc.1,820,635$134.80M0.0%-1.8%5.911%
8/12/2025Tableaux LLC17,756$1.32M0.1%N/A0.058%
8/12/2025Franklin Resources Inc.1,000$74K0.0%-69.8%0.003%
8/12/2025Personal CFO Solutions LLC119,296$8.83M1.6%+7.4%0.387%
8/12/2025Howe & Rusling Inc.797$59K0.0%N/A0.003%
8/8/2025Cetera Investment Advisers23,901$1.77M0.0%+2.5%0.078%
8/8/2025Creative Planning13,595$1.01M0.0%+6.2%0.044%
8/8/2025Independence Financial Advisors LLC144,405$10.69M4.2%+3.4%0.470%
8/8/2025Capital Investment Counsel Inc5,433$402K0.1%-3.5%0.018%
8/7/2025Nwam LLC2,967$222K0.0%-23.1%0.010%
8/7/2025Birchcreek Wealth Management LLC19,576$1.45M0.8%+5.4%0.064%
8/6/2025Prospera Financial Services Inc3,137$233K0.0%-8.7%0.010%
8/6/2025AGF Management Ltd.579,183$42.88M0.2%-30.1%1.887%
8/6/2025AE Wealth Management LLC92,730$6.87M0.1%+6.5%0.302%
8/6/2025Maltin Wealth Management Inc.55,546$4.11M1.9%+1.6%0.181%
8/6/2025Mcrae Capital Management Inc.6,110$452K0.1%N/A0.020%
8/6/2025Aspetuck Financial Management LLC21,482$1.59M1.2%-1.8%0.070%
8/5/2025Benchmark Financial Wealth Advisors LLC8,756$648K0.2%N/A0.029%
8/5/2025Sigma Planning Corp20,767$1.54M0.0%-9.9%0.068%
8/5/2025Smith Shellnut Wilson LLC ADV30,894$2.29M1.0%-5.1%0.101%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,694$718K0.1%-11.7%0.032%
8/4/2025Prairie Wealth Advisors Inc.7,045$522K0.2%+2.8%0.023%
8/4/2025Assetmark Inc.448$33K0.0%-23.4%0.001%
8/4/2025World Investment Advisors9,636$713K0.0%+5.5%0.031%
8/1/2025SYM FINANCIAL Corp700$52K0.0%N/A0.002%
8/1/2025Envestnet Asset Management Inc.94,086$6.97M0.0%+44.3%0.306%
7/31/2025Glass Jacobson Investment Advisors llc12,202$903K0.3%-2.2%0.040%
7/31/2025Cornerstone Management Inc.7,110$526K0.1%+15.3%0.023%
7/31/2025Briaud Financial Planning Inc346$25K0.0%N/A0.001%
7/30/2025Retirement Planning Group LLC18,033$1.34M0.1%+12.1%0.059%
7/30/2025Pacific Sun Financial Corp8,287$614K0.3%+3.9%0.027%
7/30/2025VCI Wealth Management LLC32,989$2.44M0.9%+8.2%0.107%
7/30/2025WBH Advisory Inc.6,760$501K0.0%+28.4%0.022%
7/29/2025Signature Estate & Investment Advisors LLC2,716$201K0.0%-11.7%0.009%
7/29/2025Spirit of America Management Corp NY2,433$181K0.0%-11.6%0.008%
7/29/2025Koshinski Asset Management Inc.3,462$256K0.0%-9.2%0.011%
7/29/2025AssuredPartners Investment Advisors LLC9,519$705K0.2%-6.5%0.031%
7/29/2025Primoris Wealth Advisors LLC4,225$313K0.2%N/A0.014%
7/29/2025Harbor Asset Planning Inc.28,348$2.10M2.0%N/A0.092%
7/28/2025RFG Advisory LLC5,870$435K0.0%+72.6%0.019%
7/28/2025Axxcess Wealth Management LLC12,180$902K0.0%+127.7%0.040%
7/28/2025Acorn Financial Advisory Services Inc. ADV9,471$701K0.1%+34.2%0.031%
7/25/2025Atria Wealth Solutions Inc.25,514$1.92M0.0%-40.7%0.083%
7/25/2025CWM LLC32,406$2.40M0.0%+347.5%0.106%
7/25/2025Strategic Point Investment Advisors LLC205,883$15.24M2.4%+0.8%0.671%
7/24/2025Williams & Novak LLC3,325$246K0.2%-18.2%0.011%
7/24/2025Robertson Stephens Wealth Management LLC24,640$1.82M0.1%-5.4%0.080%
7/24/2025Galvin Gaustad & Stein LLC8,801$652K0.1%-14.1%0.029%
7/24/2025IFP Advisors Inc6,071$450K0.0%-20.5%0.020%
7/24/2025Court Place Advisors LLC8,340$617K0.2%-2.2%0.027%
7/22/2025D.B. Root & Company LLC4,850$359K0.1%-5.3%0.016%
7/22/2025Yoder Wealth Management Inc.63,159$4.68M2.4%+1.5%0.206%
7/21/2025Ameritas Advisory Services LLC23,511$1.74M0.1%-22.4%0.077%
7/21/2025Exchange Capital Management Inc.31,955$2.37M0.4%-2.8%0.104%
7/21/2025Patriot Financial Group Insurance Agency LLC33,181$2.46M0.3%+2.1%0.108%
7/18/2025Vicus Capital299,652$22.19M1.8%+2.5%0.978%
7/18/2025Truist Financial Corp10,592$784K0.0%+5.1%0.035%
7/17/2025Janney Montgomery Scott LLC6,432$476K0.0%+2.6%0.021%
7/17/2025Montis Financial LLC9,708$719K0.2%-18.8%0.032%
7/17/2025Smith Salley Wealth Management53,785$3.98M0.2%+1.3%0.175%
7/16/2025Signature Resources Capital Management LLC889$66K0.0%N/A0.003%
7/16/2025CX Institutional1,478$109K0.0%+283.9%0.005%
7/16/2025American National Bank & Trust9,711$719K0.1%+11.3%0.032%
7/16/2025Fischer Financial Services Inc.148,236$10.97M3.2%-2.1%0.484%
7/15/2025Aspire Capital Advisors LLC27,216$2.02M0.6%-44.1%0.089%
7/15/2025Lynch & Associates IN34,820$2.58M0.5%+3.6%0.114%
7/14/2025Buska Wealth Management LLC68,815$5.10M1.4%+114.7%0.225%
7/11/2025Farther Finance Advisors LLC848$63K0.0%-70.7%0.003%
7/11/2025CX Institutional1,478$109K0.0%+283.9%0.005%
7/11/2025LongView Wealth Management7,562$560K0.2%+8.1%0.025%
7/10/2025Wealth Enhancement Advisory Services LLC10,662$804K0.0%+5.2%0.035%
(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, 235 institutional investors and hedge funds held shares of Fidelity MSCI Financials Index ETF. The most heavily invested institutionals were Lido Advisors LLC ($185.69M), Charles Schwab Investment Management Inc. ($134.80M), AGF Management Ltd. ($42.88M), Commonwealth Equity Services LLC ($40.98M), CW Advisors LLC ($23.12M), International Assets Investment Management LLC ($22.43M), and Vicus Capital ($22.19M).Learn more on Fidelity MSCI Financials Index ETF's institutional investors.

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

Of the 206 institutional investors that purchased Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AGF Management Ltd. ($439.99K), Commonwealth Equity Services LLC ($330.64K), Vicus Capital ($326.66K), Q3 Asset Management ($271.53K), Strategic Point Investment Advisors LLC ($206.87K), LPL Financial LLC ($180.97K), 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 3,191,390 shares in the last 24 months. This purchase volume represents approximately $220.61M in transactions.

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

Of the 88 institutional investors that sold Fidelity MSCI Financials Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AGF Management Ltd. ($249.75K), Charles Schwab Investment Management Inc. ($218.27K), Northwestern Mutual Wealth Management Co. ($182.40K), Aptus Capital Advisors LLC ($153.92K), Kovitz Investment Group Partners LLC ($146.64K), Advisory Services Network LLC ($116.97K), and Envestnet Asset Management Inc. ($69.89K).

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

Institutional investors have sold a total of 1,673,729 shares in the last 24 months. This volume of shares sold represents approximately $117.56M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 10/2/2025 by MarketBeat.com Staff
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