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Fidelity msci finls idx shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci finls idx held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 3.1k 73.90

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Us Small Cap Cas (CALF)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)

View all positions for Instrumental Wealth

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Agf Management
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Congress Wealth Management LLC / DE /
PFG Financial Advisors
LPL Financial
Mercer Global Advisors
Full Sail Capital
Strategic Point Investment Advisors
Northwestern Mutual Wealth Management Company
Kovitz Investment Group Partners
Wells Fargo & Company

View all funds holding Fidelity msci finls idx