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Fidelity MSCI Financials Index ETF (FNCL) Institutional Ownership

Fidelity MSCI Financials Index ETF logo
$67.98 +0.02 (+0.03%)
As of 05/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Number of
Institutional Buyers
(last 12 months)
139
Total
Institutional Inflows
(last 12 months)
$176.36M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$48.20M
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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
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%
4/29/2025 Envestnet Asset Management Inc.65,216$4.53M0.0%+40.8%0.210%
4/29/2025 Bank of New York Mellon Corp8,390$583K0.0%+4.8%0.027%
4/28/2025 Mutual Advisors LLC5,695$382K0.0%-6.7%0.018%
4/25/2025 Smith Salley Wealth Management53,072$3.69M0.2%+1.4%0.171%
4/25/2025 Koshinski Asset Management Inc.3,812$265K0.0%-9.0%0.012%
4/25/2025 Ameritas Advisory Services LLC30,282$2.08M0.1%+1.5%0.097%
4/25/2025 Essex Financial Services Inc.7,652$532K0.0%+136.4%0.025%
4/24/2025 Sunbelt Securities Inc.10,981$763K0.1%+1.6%0.035%
4/24/2025 Elevated Capital Advisors LLC4,167$290K0.1%-12.7%0.013%
4/23/2025 Aspetuck Financial Management LLC21,878$1.52M1.3%N/A0.070%
4/23/2025 Golden State Wealth Management LLC460$32K0.0%N/A0.001%
4/23/2025 Spire Wealth Management400$28K0.0%+300.0%0.001%
4/22/2025 Yoder Wealth Management Inc.62,237$4.33M2.4%+6.5%0.200%
4/22/2025 Cambridge Investment Research Advisors Inc.49,171$3.42M0.0%-3.1%0.158%
4/22/2025 Aspire Capital Advisors LLC48,718$3.39M1.0%N/A0.157%
4/22/2025 Monte Financial Group LLC3,995$259K0.1%+22.7%0.013%
4/22/2025 Cornerstone Management Inc.6,168$429K0.1%+4.6%0.020%
4/21/2025 LongView Wealth Management6,993$486K0.1%+5.6%0.022%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,982$755K0.1%+16.6%0.035%
4/21/2025 Strategic Point Investment Advisors LLC204,305$14.20M2.4%-0.5%0.657%
4/21/2025 Envestnet Portfolio Solutions Inc.3,020$210K0.0%N/A0.010%
4/18/2025 Financial Freedom LLC7,241$503K0.3%-4.6%0.023%
4/17/2025 Lynch & Associates IN33,617$2.34M0.5%-1.9%0.109%
4/17/2025 Smith Shellnut Wilson LLC ADV32,560$2.26M1.0%+2.1%0.105%
4/17/2025 Vicus Capital292,321$20.32M1.9%-8.5%0.946%
4/17/2025 Pacific Sun Financial Corp7,974$554K0.3%+19.4%0.026%
4/16/2025 Wealth Enhancement Advisory Services LLC10,132$704K0.0%+8.1%0.033%
4/16/2025 West Branch Capital LLC1,525$106K0.0%-11.8%0.005%
4/15/2025 Fifth Third Bancorp474$33K0.0%N/A0.002%
4/15/2025 CX Institutional385$27K0.0%N/A0.001%
4/14/2025 Pallas Capital Advisors LLC7,467$519K0.0%-4.2%0.024%
4/14/2025 Farther Finance Advisors LLC2,893$201K0.0%-8.5%0.009%
4/14/2025 Patriot Financial Group Insurance Agency LLC32,509$2.26M0.3%+5.4%0.105%
4/11/2025 Procyon Advisors LLC75,063$5.22M0.3%+14.9%0.243%
4/10/2025 Maltin Wealth Management Inc.54,654$3.80M1.8%+4.2%0.177%
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4/10/2025 Secure Asset Management LLC3,411$237K0.0%-14.2%0.011%
4/9/2025 Buska Wealth Management LLC32,046$2.23M0.7%+135.5%0.104%
4/9/2025 RFG Advisory LLC3,400$236K0.0%-8.9%0.011%
4/9/2025 HBW Advisory Services LLC7,413$515K0.1%+132.9%0.024%
4/9/2025 Merit Financial Group LLC11,268$783K0.0%-3.4%0.036%
4/9/2025 Harbor Investment Advisory LLC1,179$82K0.0%-17.1%0.004%
4/9/2025 Roxbury Financial LLC7,650$561K0.6%+141.6%0.025%
4/9/2025 American National Bank & Trust8,727$607K0.1%+39.4%0.028%
4/8/2025 Atlas Brown Inc.3,646$253K0.1%+6.5%0.012%
4/7/2025 AdvisorNet Financial Inc394$27K0.0%N/A0.001%
4/4/2025 Quent Capital LLC1,252$87K0.0%N/A0.004%
3/12/2025Centaurus Financial Inc.8,584$590K0.0%+2.6%0.028%
3/4/2025 Smith Shellnut Wilson LLC ADV31,889$2.19M1.0%N/A0.103%
2/18/2025 Sunbelt 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%
2/17/2025 Acorn 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%
2/13/2025 Envestnet 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%
2/12/2025 AssuredPartners 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%
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2/11/2025LPL Financial LLC224,613$15.43M0.0%+116.1%0.808%
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%
2/7/2025 Rialto 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%
(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, 210 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 ($20.32M).Learn more on FNCL's institutional investors.

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

Of the 184 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 4,658,077 shares in the last 24 months. This purchase volume represents approximately $276.44M in transactions.

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

Of the 100 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. ($398.84K), 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 2,536,454 shares in the last 24 months. This volume of shares sold represents approximately $134.59M in transactions.


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This page (NYSEARCA:FNCL) was last updated on 5/2/2025 by MarketBeat.com Staff
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