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Fidelity msci finls idx shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci finls idx by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 103k 76.34
2025-06-30 $10M 138k 74.04
2025-03-31 $4.0M 57k 69.52
2024-12-31 $3.9M 56k 68.68