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Financial Advocates Investment Management’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Financial Advocates Investment Management’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29,139
Closed -$1.36M – 226
2025
Q2 		$1.36M Buy
+29,139
New +$1.28M 0.11% 179

Other funds holding FCPI

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's FCPI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q3 2025, closing a stake of 29,139 shares — an estimated $1.36M sold.

Financial Advocates Investment Management first reported a position in FCPI in Q2 2025 and held it in 1 quarter. The position peaked at $1.36M in Q2 2025. 53 funds tracked by Wall St. Rank hold FCPI as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Fidelity Stocks for Inflation ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 29,139 Fidelity Stocks for Inflation ETF shares in Q3 2025, an estimated $1.36M.
  • Financial Advocates Investment Management first reported a position in Fidelity Stocks for Inflation ETF in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Fidelity Stocks for Inflation ETF position peaked at $1.36M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.