Avantax Advisory Services’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Avantax Advisory Services’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	$318K	Sell	4,902 -872	-15%	-$50.8K	﹤0.01%	1863
2025 Q1	$325K	Sell	5,774 -111	-2%	-$6.68K	﹤0.01%	1781
2024 Q4	$345K	Sell	5,885 -171	-3%	-$9.89K	﹤0.01%	1690
2024 Q3	$334K	Buy	6,056 +1,198	+25%	+$62.5K	﹤0.01%	1675
2024 Q2	$254K	Sell	4,858 -381	-7%	-$19.1K	﹤0.01%	1810
2024 Q1	$260K	Sell	5,239 -13,075	-71%	-$620K	﹤0.01%	1385
2023 Q4	$816K	Buy	18,314 +7,110	+63%	+$297K	0.01%	792
2023 Q3	$445K	Buy	+11,204	New	+$458K	0.01%	992
2022 Q1	–	Sell	-9,738	Closed	-$500K	–	1310
2021 Q4	$500K	Sell	9,738 -1,206	-11%	-$63.6K	0.01%	759
2021 Q3	$582K	Buy	10,944 +6,003	+121%	+$331K	0.01%	665
2021 Q2	$268K	Sell	4,941 -3,199	-39%	-$167K	﹤0.01%	954
2021 Q1	$402K	Buy	+8,140	New	+$393K	0.01%	687

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

Avantax Advisory Services's FCOM Position: Q2 2025 in Review

Avantax Advisory Services reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 15% in Q2 2025, selling an estimated $50.8K and leaving 4,902 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Avantax Advisory Services first reported a position in FCOM in Q1 2021 and has held it in 12 quarters since. The position peaked at $816K in Q4 2023. 181 funds tracked by Wall St. Rank hold FCOM as of Q2 2025.

Avantax Advisory Services held 4,902 shares of Fidelity MSCI Communication Services Index ETF worth $318K as of Q2 2025.
Avantax Advisory Services sold 872 Fidelity MSCI Communication Services Index ETF shares in Q2 2025, an estimated $50.8K.
Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1863 holding.
Avantax Advisory Services first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2021 and has held it in 12 quarters since.
Avantax Advisory Services's Fidelity MSCI Communication Services Index ETF position peaked at $816K in Q4 2023.
181 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.