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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$75.44 +0.85 (+1.14%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$204.16M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$76.54M
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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
7/2/2025 HBW Advisory Services LLC3,996$296K0.0%-46.1%0.013%
6/27/2025Goldman Sachs Group Inc.8,448$587K0.0%-77.8%0.027%
6/2/2025Modern Wealth Management LLC57,334$3.99M0.1%+2.0%0.184%
5/29/2025Nova Wealth Management Inc.11,084$771K0.7%+38.9%0.036%
5/20/2025Focus Partners Wealth2,880$200K0.0%N/A0.009%
5/19/2025Jane Street Group LLC33,721$2.34M0.0%N/A0.108%
5/16/2025Signature Estate & Investment Advisors LLC3,077$214K0.0%-8.5%0.010%
5/16/2025Goldman Sachs Group Inc.8,448$587K0.0%-77.8%0.027%
5/16/2025Jones Financial Companies Lllp7,020$479K0.0%+19.1%0.023%
5/16/2025Legacy Wealth Managment LLC ID442$31K0.0%N/A0.001%
5/16/2025NewEdge Advisors LLC15,905$1.11M0.0%+113.4%0.051%
5/15/2025Paragon Private Wealth Management LLC6,175$429K0.2%N/A0.020%
5/15/2025EP Wealth Advisors LLC33,326$2.32M0.0%-0.8%0.107%
5/15/2025Royal Bank of Canada30,610$2.13M0.0%+71.8%0.098%
5/14/2025Full Sail Capital LLC247,937$17.24M1.1%-2.8%0.797%
5/14/2025Northwestern Mutual Wealth Management Co.201,121$13.98M0.0%-27.2%0.647%
5/14/2025Kestra Advisory Services LLC127,558$8.87M0.0%+34.0%0.410%
5/14/2025D.B. Root & Company LLC5,119$356K0.1%-4.9%0.016%
5/14/2025Compound Planning Inc.2,907$202K0.0%N/A0.009%
5/14/2025CW Advisors LLC318,683$22.16M0.3%-0.7%1.025%
5/14/2025Flow Traders U.S. LLC11,337$788K0.0%N/A0.036%
5/13/2025Valley Brook Capital Group Inc.4,419$307K0.2%+4.4%0.014%
5/13/2025Kovitz Investment Group Partners LLC89,487$6.22M0.0%-61.5%0.288%
5/13/2025HighTower Advisors LLC88,946$6.18M0.0%-27.5%0.286%
5/12/2025AGF Management Ltd.828,934$57.63M0.3%+10.4%2.665%
5/12/2025Meridian Wealth Management LLC16,457$1.14M0.1%+9.0%0.053%
5/12/2025Savvy Advisors Inc.3,192$222K0.0%N/A0.010%
5/9/2025Charles Schwab Investment Management Inc.1,854,900$128.95M0.0%-3.4%5.964%
5/9/2025Atria Wealth Solutions Inc.43,032$2.99M0.0%+118.0%0.138%
5/9/2025Commonwealth Equity Services LLC589,418$40.98M0.1%-7.0%1.895%
5/9/2025Blair William & Co. IL752$52K0.0%-64.8%0.002%
5/8/2025US Bancorp DE3,341$232K0.0%+27.4%0.011%
5/8/2025Harbour Investments Inc.1,746$121K0.0%+14.3%0.006%
5/8/2025Arkadios Wealth Advisors3,692$257K0.0%+24.7%0.012%
5/8/2025Independence Financial Advisors LLC139,669$9.71M3.7%N/A0.449%
5/7/2025Purkiss Capital Advisors LLC2,935$204K0.2%N/A0.009%
5/7/2025Galvin Gaustad & Stein LLC10,251$713K0.1%-20.2%0.033%
5/7/2025LPL Financial LLC284,906$19.81M0.0%+26.8%0.916%
5/7/2025Fischer Financial Services Inc.151,369$10.52M3.4%-1.3%0.487%
5/6/2025Cetera Investment Advisers23,317$1.62M0.0%+5.7%0.075%
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5/6/2025Avantax Advisory Services Inc.3,735$260K0.0%+10.3%0.012%
5/6/2025Birchcreek Wealth Management LLC18,567$1.29M0.8%-3.4%0.060%
5/6/2025Lifeworks Advisors LLC3,806$265K0.0%-82.5%0.012%
5/6/2025AE Wealth Management LLC87,070$6.05M0.1%+2.9%0.280%
5/6/2025Advisors Preferred LLC2,423$168K0.0%N/A0.008%
5/6/2025VCI Wealth Management LLC30,484$2.12M0.9%+18.4%0.098%
5/6/2025KDK Private Wealth Management LLC26,710$1.86M2.1%-1.2%0.086%
5/6/2025Choreo LLC2,996$208K0.0%-7.4%0.010%
5/6/2025PFG Advisors14,395$1.00M0.1%+4.4%0.046%
5/5/2025IFP Advisors Inc7,638$531K0.0%+80.5%0.025%
5/5/2025Kestra Private Wealth Services LLC34,972$2.43M0.0%+4.5%0.112%
5/5/2025Private Advisor Group LLC29,815$2.07M0.0%+7.4%0.096%
5/5/2025Nwam LLC3,858$268K0.0%N/A0.012%
5/2/2025Montis Financial LLC11,951$831K0.2%+22.2%0.038%
5/2/2025BIP Wealth LLC3,100$215K0.0%-5.3%0.010%
5/2/2025Sigma Planning Corp23,038$1.60M0.1%+77.2%0.074%
5/1/2025Florida Financial Advisors LLC3,238$225K0.1%N/A0.010%
5/1/2025CWM LLC7,242$503K0.0%+657.5%0.023%
5/1/2025Q3 Asset Management151,496$10.53M7.2%-4.8%0.487%
4/30/2025Axxcess Wealth Management LLC5,349$372K0.0%+54.8%0.017%
4/30/2025Court Place Advisors LLC8,527$593K0.2%+3.5%0.027%
4/30/2025Personal CFO Solutions LLC111,103$7.72M1.6%N/A0.357%
4/30/2025Crossmark Global Holdings Inc.13,808$960K0.0%N/A0.044%
4/29/2025Envestnet Asset Management Inc.65,216$4.53M0.0%+40.8%0.210%
4/29/2025Bank of New York Mellon Corp8,390$583K0.0%+4.8%0.027%
4/28/2025Mutual Advisors LLC5,695$382K0.0%-6.7%0.018%
4/25/2025Smith Salley Wealth Management53,072$3.69M0.2%+1.4%0.171%
4/25/2025Koshinski Asset Management Inc.3,812$265K0.0%-9.0%0.012%
4/25/2025Ameritas Advisory Services LLC30,282$2.08M0.1%+1.5%0.097%
4/25/2025Essex Financial Services Inc.7,652$532K0.0%+136.4%0.025%
4/24/2025Sunbelt Securities Inc.10,981$763K0.1%+1.6%0.035%
4/24/2025Elevated Capital Advisors LLC4,167$290K0.1%-12.7%0.013%
4/23/2025Aspetuck Financial Management LLC21,878$1.52M1.3%N/A0.070%
4/23/2025Golden State Wealth Management LLC460$32K0.0%N/A0.001%
4/23/2025Spire Wealth Management400$28K0.0%+300.0%0.001%
4/22/2025Yoder Wealth Management Inc.62,237$4.33M2.4%+6.5%0.200%
4/22/2025Cambridge Investment Research Advisors Inc.49,171$3.42M0.0%-3.1%0.158%
4/22/2025Aspire Capital Advisors LLC48,718$3.39M1.0%N/A0.157%
4/22/2025Monte Financial Group LLC3,995$259K0.1%+22.7%0.013%
4/22/2025Cornerstone Management Inc.6,168$429K0.1%+4.6%0.020%
4/21/2025LongView Wealth Management6,993$486K0.1%+5.6%0.022%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,982$755K0.1%+16.6%0.035%
4/21/2025Strategic Point Investment Advisors LLC204,305$14.20M2.4%-0.5%0.657%
4/21/2025Envestnet Portfolio Solutions Inc.3,020$210K0.0%N/A0.010%
4/18/2025Financial Freedom LLC7,241$503K0.3%-4.6%0.023%
4/17/2025Lynch & Associates IN33,617$2.34M0.5%-1.9%0.109%
4/17/2025Smith Shellnut Wilson LLC ADV32,560$2.26M1.0%+2.1%0.105%
4/17/2025Vicus Capital292,321$20.32M1.9%-8.5%0.946%
4/17/2025Pacific Sun Financial Corp7,974$554K0.3%+19.4%0.026%
4/16/2025Wealth Enhancement Advisory Services LLC10,132$704K0.0%+8.1%0.033%
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4/16/2025West Branch Capital LLC1,525$106K0.0%-11.8%0.005%
4/15/2025Fifth Third Bancorp474$33K0.0%N/A0.002%
4/15/2025CX Institutional385$27K0.0%N/A0.001%
4/14/2025Pallas Capital Advisors LLC7,467$519K0.0%-4.2%0.024%
4/14/2025Farther Finance Advisors LLC2,893$201K0.0%-8.5%0.009%
4/14/2025Patriot Financial Group Insurance Agency LLC32,509$2.26M0.3%+5.4%0.105%
4/11/2025Procyon Advisors LLC75,063$5.22M0.3%+14.9%0.243%
4/10/2025Maltin Wealth Management Inc.54,654$3.80M1.8%+4.2%0.177%
4/10/2025Secure Asset Management LLC3,411$237K0.0%-14.2%0.011%
4/9/2025Buska Wealth Management LLC32,046$2.23M0.7%+135.5%0.104%
(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, 227 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. ($128.95M), AGF Management Ltd. ($57.63M), Commonwealth Equity Services LLC ($40.98M), International Assets Investment Management LLC ($22.43M), CW Advisors LLC ($22.16M), and Congress Wealth Management LLC DE ($22.04M).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 198 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. ($486.16K), Lido Advisors LLC ($470.15K), Commonwealth Equity Services LLC ($330.64K), Vicus Capital ($319.33K), Q3 Asset Management ($271.53K), Strategic Point Investment Advisors LLC ($205.29K), and LPL Financial LLC ($180.97K).

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

Institutional investors have bought a total of 3,053,352 shares in the last 24 months. This purchase volume represents approximately $204.16M in transactions.

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

Of the 68 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: Charles Schwab Investment Management Inc. ($184.00K), Aptus Capital Advisors LLC ($153.92K), Kovitz Investment Group Partners LLC ($146.64K), Envestnet Asset Management Inc. ($79.23K), Northwestern Mutual Wealth Management Co. ($75.21K), Q3 Asset Management ($68.68K), and Goldman Sachs Group Inc. ($59.37K).

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

Institutional investors have sold a total of 1,132,569 shares in the last 24 months. This volume of shares sold represents approximately $76.54M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 7/5/2025 by MarketBeat.com Staff
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