MSFP
FCOM icon

Mark Sheptoff Financial Planning’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Mark Sheptoff Financial Planning’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 		$5.31K Hold
72
– – ﹤0.01% 433
2025
Q4 		$5.28K Hold
72
– – ﹤0.01% 429
2025
Q3 		$5.11K Buy
+72
New +$4.87K ﹤0.01% 409

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

Mark Sheptoff Financial Planning's FCOM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Fidelity MSCI Communication Services Index ETF (FCOM) position steady in Q1 2026 at 72 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Mark Sheptoff Financial Planning first reported a position in FCOM in Q3 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 72 shares of Fidelity MSCI Communication Services Index ETF worth $5.31K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Fidelity MSCI Communication Services Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #433 holding.
  • Mark Sheptoff Financial Planning first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.