Root Financial Partners
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Root Financial Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Root Financial Partners’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 		$25K Buy
+347
New +$24.7K ﹤0.01% 1438
2026
Q2 		– Sell
-88
Closed -$6K – 1337
2026
Q1 		$6K Sell
88
-34
-28% -$2.45K ﹤0.01% 1884
2025
Q4 		$8.94K Buy
122
+68
+126% +$4.83K ﹤0.01% 1544
2025
Q3 		$3.83K Buy
+54
New +$3.65K ﹤0.01% 1811

Other funds holding FCOM

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Root Financial Partners's FCOM Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2026: 347 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FCOM as recently as Q1 2026.

Root Financial Partners first reported a position in FCOM in Q3 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold FCOM as of Q3 2026.

  • Root Financial Partners held 347 shares of Fidelity MSCI Communication Services Index ETF worth $25K as of Q3 2026.
  • Fidelity MSCI Communication Services Index ETF was a new Root Financial Partners position in Q3 2026.
  • Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1438 holding.
  • Root Financial Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.