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Fidelity msci finls idx shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci finls idx by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 3.7k 76.34
2025-06-30 $212k 2.9k 74.04
2022-12-31 $206k 4.3k 47.94
2022-06-30 $20k 449 44.54
2022-03-31 $0 9 0.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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