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
2026 Q2	$203K	Buy	+2,920	New	+$212K	0.12%	79
2025 Q1	–	Sell	-335	Closed	-$19.7K	–	106
2024 Q4	$19.7K	Buy	+335	New	+$19.4K	0.02%	140

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Aspetuck Financial Management's FCOM Position: Q2 2026 in Review

Aspetuck Financial Management opened a new position in Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2026: 2,920 shares worth $203K. The stake represents 0.12% of the portfolio and ranks #79 among its holdings. This is a return to the name: Aspetuck Financial Management previously reported a position in FCOM as recently as Q4 2024.

Aspetuck Financial Management first reported a position in FCOM in Q4 2024 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Aspetuck Financial Management held 2,920 shares of Fidelity MSCI Communication Services Index ETF worth $203K as of Q2 2026.
Fidelity MSCI Communication Services Index ETF was a new Aspetuck Financial Management position in Q2 2026.
Fidelity MSCI Communication Services Index ETF made up 0.12% of Aspetuck Financial Management's portfolio in Q2 2026, its #79 holding.
Aspetuck Financial Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2024 and has held it in 2 quarters since.
213 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.