Fulcrum Equity Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Fulcrum Equity 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
2025 Q1	–	Sell	-20,504	Closed	-$1.2M	–	100
2024 Q4	$1.2M	Buy	+20,504	New	+$1.19M	1.19%	27
2021 Q4	–	Sell	-54,707	Closed	-$2.92M	–	184
2021 Q3	$2.92M	Buy	54,707 +4,461	+9%	+$246K	1.13%	20
2021 Q2	$2.74M	Buy	+50,246	New	+$2.62M	1.02%	21

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 $20.6B AUM 59.59% 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

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

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Fulcrum Equity Management's FCOM Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 20,504 shares — an estimated $1.2M sold.

Fulcrum Equity Management first reported a position in FCOM in Q2 2021 and held it in 3 quarters. The position peaked at $2.92M in Q3 2021. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

Fulcrum Equity Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
Fulcrum Equity Management sold 20,504 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $1.2M.
Fulcrum Equity Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2021 and held it in 3 quarters.
Fulcrum Equity Management's Fidelity MSCI Communication Services Index ETF position peaked at $2.92M in Q3 2021.
169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.