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Elm3 Financial Group’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Elm3 Financial Group’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
Q1 		$525K Sell
7,711
-94
-1% -$6.76K 0.44% 62
2025
Q4 		$572K Sell
7,805
-135
-2% -$9.58K 0.47% 54
2025
Q3 		$564K Buy
7,940
+677
+9% +$45.8K 0.46% 48
2025
Q2 		$471K Buy
+7,263
New +$423K 0.39% 61

Other funds holding FCOM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elm3 Financial Group's FCOM Position: Q1 2026 in Review

Elm3 Financial Group reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 1.2% in Q1 2026, selling an estimated $6.76K and leaving 7,711 shares worth $525K. The position accounts for 0.44% of the portfolio, ranked #62.

Elm3 Financial Group first reported a position in FCOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $572K in Q4 2025. 198 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

  • Elm3 Financial Group held 7,711 shares of Fidelity MSCI Communication Services Index ETF worth $525K as of Q1 2026.
  • Elm3 Financial Group sold 94 Fidelity MSCI Communication Services Index ETF shares in Q1 2026, an estimated $6.76K.
  • Fidelity MSCI Communication Services Index ETF made up 0.44% of Elm3 Financial Group's portfolio in Q1 2026, its #62 holding.
  • Elm3 Financial Group first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Elm3 Financial Group's Fidelity MSCI Communication Services Index ETF position peaked at $572K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.