Next Financial Group’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Next Financial Group’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
2021 Q4	$62K	Sell	1,207 -2,267	-65%	-$119K	﹤0.01%	1380
2021 Q3	$186K	Sell	3,474 -5	-0.1%	-$276	0.01%	870
2021 Q2	$190K	Buy	3,479 +1,212	+53%	+$63.3K	0.02%	842
2021 Q1	$112K	Buy	2,267 +88	+4%	+$4.25K	0.01%	986
2020 Q4	$99K	Sell	2,179 -704	-24%	-$29.8K	0.01%	965
2020 Q3	$111K	Buy	+2,883	New	+$111K	0.01%	820
2020 Q2	–	Sell	-3,325	Closed	-$97K	–	1012
2020 Q1	$97K	Buy	3,325 +2,662	+402%	+$91.6K	0.01%	766
2019 Q4	$24K	Buy	+663	New	+$22.8K	﹤0.01%	1458
2014 Q3	–	Sell	-500	Closed	-$13K	–	2520
2014 Q2	$13K	Buy	+500	New	+$13.1K	0.01%	715

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

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

FSC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Next Financial Group's FCOM Position: Q4 2021 in Review

Next Financial Group reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 65% in Q4 2021, selling an estimated $119K and leaving 1,207 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Next Financial Group first reported a position in FCOM in Q2 2014 and has held it in 9 quarters since. The position peaked at $190K in Q2 2021. 134 funds tracked by Wall St. Rank hold FCOM as of Q4 2021.

Next Financial Group held 1,207 shares of Fidelity MSCI Communication Services Index ETF worth $62K as of Q4 2021.
Next Financial Group sold 2,267 Fidelity MSCI Communication Services Index ETF shares in Q4 2021, an estimated $119K.
Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1380 holding.
Next Financial Group first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2014 and has held it in 9 quarters since.
Next Financial Group's Fidelity MSCI Communication Services Index ETF position peaked at $190K in Q2 2021.
134 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.