Independence Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Independence Financial Advisors’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 Q3	$13.9M	Buy	193,054 +7,616	+4%	+$542K	3.49%	10
2026 Q2	$12.9M	Buy	185,438 +15,034	+9%	+$1.09M	3.34%	12
2026 Q1	$11.6M	Buy	170,404 +5,765	+4%	+$415K	3.48%	10
2025 Q4	$12.1M	Buy	164,639 +4,318	+3%	+$306K	3.32%	12
2025 Q3	$11.4M	Buy	160,321 +13,880	+9%	+$938K	3.47%	12
2025 Q2	$9.49M	Sell	146,441 -13,309	-8%	-$775K	3.69%	13
2025 Q1	$8.99M	Buy	+159,750	New	+$9.62M	3.42%	12

Other funds holding FCOM

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independence Financial Advisors's FCOM Position: Q3 2026 in Review

Independence Financial Advisors increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 4.1% in Q3 2026, buying an estimated $542K and bringing the position to 193,054 shares worth $13.9M. The position accounts for 3.49% of the portfolio, ranked #10.

Independence Financial Advisors first reported a position in FCOM in Q1 2025 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold FCOM as of Q3 2026.

Independence Financial Advisors held 193,054 shares of Fidelity MSCI Communication Services Index ETF worth $13.9M as of Q3 2026.
Independence Financial Advisors bought 7,616 Fidelity MSCI Communication Services Index ETF shares in Q3 2026, an estimated $542K.
Fidelity MSCI Communication Services Index ETF made up 3.49% of Independence Financial Advisors's portfolio in Q3 2026, its #10 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2025 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2026.

Based on Independence Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.