Money Concepts Capital’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-3,297	Closed	-$102K	–	1274
2022 Q4	$102K	Sell	3,297 -10,199	-76%	-$326K	﹤0.01%	949
2022 Q3	$422K	Buy	13,496 +1,347	+11%	+$48.7K	0.02%	316
2022 Q2	$437K	Sell	12,149 -9,118	-43%	-$359K	0.04%	303
2022 Q1	$967K	Buy	21,267 +6,278	+42%	+$291K	0.05%	304
2021 Q4	$770K	Buy	+14,989	New	+$790K	0.07%	238

Other funds holding FCOM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Money Concepts Capital's FCOM Position: Q1 2023 in Review

Money Concepts Capital sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2023, closing a stake of 3,297 shares — an estimated $102K sold.

Money Concepts Capital first reported a position in FCOM in Q4 2021 and held it in 5 quarters. The position peaked at $967K in Q1 2022. 122 funds tracked by Wall St. Rank hold FCOM as of Q1 2023.

Money Concepts Capital reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 3,297 Fidelity MSCI Communication Services Index ETF shares in Q1 2023, an estimated $102K.
Money Concepts Capital first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's Fidelity MSCI Communication Services Index ETF position peaked at $967K in Q1 2022.
122 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.