Atria Wealth Solutions’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Atria Wealth Solutions’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 Q2	$1.12M	Sell	17,298 -12,164	-41%	-$709K	0.03%	597
2025 Q1	$1.66M	Buy	29,462 +18,110	+160%	+$1.09M	0.02%	702
2024 Q4	$666K	Sell	11,352 -3,923	-26%	-$227K	0.01%	1110
2024 Q3	$841K	Buy	15,275 +393	+3%	+$20.5K	0.01%	988
2024 Q2	$777K	Sell	14,882 -55	-0.4%	-$2.76K	0.01%	1012
2024 Q1	$740K	Buy	14,937 +2,098	+16%	+$99.5K	0.01%	1051
2023 Q4	$572K	Sell	12,839 -9,155	-42%	-$382K	0.01%	1142
2023 Q3	$873K	Sell	21,994 -4,434	-17%	-$181K	0.01%	878
2023 Q2	$1.06M	Sell	26,428 -9,079	-26%	-$345K	0.01%	812
2023 Q1	$1.3M	Sell	35,507 -6,610	-16%	-$230K	0.02%	703
2022 Q4	$1.31M	Sell	42,117 -5,548	-12%	-$177K	0.02%	647
2022 Q3	$1.49M	Buy	+47,665	New	+$1.72M	0.03%	585
2022 Q2	–	Sell	-21,477	Closed	-$977K	–	1714
2022 Q1	$977K	Buy	+21,477	New	+$997K	0.02%	747

Other funds holding FCOM

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's FCOM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 41% in Q2 2025, selling an estimated $709K and leaving 17,298 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #597.

Atria Wealth Solutions first reported a position in FCOM in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.66M in Q1 2025. 181 funds tracked by Wall St. Rank hold FCOM as of Q2 2025.

Atria Wealth Solutions held 17,298 shares of Fidelity MSCI Communication Services Index ETF worth $1.12M as of Q2 2025.
Atria Wealth Solutions sold 12,164 Fidelity MSCI Communication Services Index ETF shares in Q2 2025, an estimated $709K.
Fidelity MSCI Communication Services Index ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #597 holding.
Atria Wealth Solutions first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Fidelity MSCI Communication Services Index ETF position peaked at $1.66M in Q1 2025.
181 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.