Congress Wealth Management LLC DE Has $22.04 Million Stake in Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL)

Congress Wealth Management LLC DE raised its holdings in Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL) by 0.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 320,907 shares of the company’s stock after buying an additional 2,464 shares during the period. Congress Wealth Management LLC DE’s holdings in Fidelity MSCI Financials Index ETF were worth $22,040,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in FNCL. Mutual Advisors LLC boosted its holdings in shares of Fidelity MSCI Financials Index ETF by 2.5% in the 4th quarter. Mutual Advisors LLC now owns 6,107 shares of the company’s stock valued at $433,000 after buying an additional 147 shares during the last quarter. Principal Securities Inc. lifted its stake in Fidelity MSCI Financials Index ETF by 4.8% in the fourth quarter. Principal Securities Inc. now owns 3,953 shares of the company’s stock valued at $271,000 after acquiring an additional 182 shares during the last quarter. Spirit of America Management Corp NY lifted its stake in Fidelity MSCI Financials Index ETF by 8.3% in the fourth quarter. Spirit of America Management Corp NY now owns 2,771 shares of the company’s stock valued at $190,000 after acquiring an additional 213 shares during the last quarter. Montis Financial LLC grew its position in shares of Fidelity MSCI Financials Index ETF by 2.9% in the 4th quarter. Montis Financial LLC now owns 9,776 shares of the company’s stock valued at $671,000 after acquiring an additional 273 shares during the period. Finally, Glass Jacobson Investment Advisors llc increased its stake in shares of Fidelity MSCI Financials Index ETF by 2.6% during the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 12,373 shares of the company’s stock worth $790,000 after purchasing an additional 316 shares during the last quarter.

Fidelity MSCI Financials Index ETF Stock Performance

Shares of FNCL stock opened at $68.96 on Monday. Fidelity MSCI Financials Index ETF has a 52-week low of $55.49 and a 52-week high of $74.26. The stock has a market cap of $2.14 billion, a price-to-earnings ratio of 16.28 and a beta of 1.10. The firm’s 50-day moving average is $71.34 and its 200-day moving average is $68.98.

Fidelity MSCI Financials Index ETF Profile

The Fidelity MSCI Financials Index ETF (FNCL) is an exchange-traded fund that is based on the MSCI USA IMI Financials 25\u002F50 index, a market-cap-weighted index of US financial companies across the entire market-cap spectrum. FNCL was launched on Oct 21, 2013 and is managed by Fidelity.