FNCL

Fidelity Msci Financial Indx

-$105.5M

Net Activity

Institutions Holding

251

Popularity Rank

#2364

Avg Weight

0.16%

Total Value

$846.4M

Ownership Trend

251 institutions currently hold FNCL, with 113 net buyers and 114 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

114

Net Buying Institutions

113

Key Holders

Key Holders

Top 5 by Value

LA
Lido Advisors, LLC
$187.4M
CS
Charles Schwab Investment Management INC
$139.8M
AM
Agf Management LTD
$60.9M
MS
Morgan Stanley
$26.9M
CE
Commonwealth Equity Services, LLC
$26.4M

Top 5 by Conviction

SP
Sava Penzisko Drushtvo A.d. Skopje
7.33%
IF
Independence Financial Advisors, LLC
3.43%
FF
Fischer Financial Services, Inc.
3.31%
YW
Yoder Wealth Management, Inc.
3.00%
SP
Strategic Point Investment Advisors, LLC
2.23%
View all 251 holding institutions

Quarterly Activity

Recent Activity

+$471.3M

Total Buy Value

$466.3M

Total Sell Value

New buy23
Trim81
Add90
Sold out33

113

Net Buyers

114

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIDELITY MSCI FINANCIAL INDX (FNCL)?
Major stakeholders currently include Lido Advisors, LLC ($187.4M), Charles Schwab Investment Management INC ($139.8M), Agf Management LTD ($60.9M). Based on the latest 13F filings, there are a total of 251 tracked investment funds and institutions maintaining positions in FNCL.
What is the overall institutional sentiment toward FNCL recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $105.5M, driven by 113 managers accumulating shares while 114 reduced their exposure.
Which institutions have been selling or reducing their FNCL positions?
In the latest period, 81 funds trimmed their holdings, and 33 managers completely exited their positions. The aggregate reported sell value was $466.3M.
Are there any notable investors adding FNCL to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 90 existing holders added to their shares. The total reported buy value for the quarter amounted to $471.3M.

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