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Aspetuck Financial Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Aspetuck Financial Management’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-335
Closed -$19.7K – 106
2024
Q4 		$19.7K Buy
+335
New +$19.4K 0.02% 140

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Aspetuck Financial Management's FCOM Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 335 shares — an estimated $19.7K sold.

Aspetuck Financial Management first reported a position in FCOM in Q4 2024 and held it in 1 quarter. The position peaked at $19.7K in Q4 2024. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 335 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $19.7K.
  • Aspetuck Financial Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Fidelity MSCI Communication Services Index ETF position peaked at $19.7K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.