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

United Capital 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 Q1	–	Sell	-2,778	Closed	-$204K	–	1648
2025 Q4	$204K	Buy	+2,778	New	+$197K	﹤0.01%	1325
2020 Q1	–	Sell	-5,786	Closed	-$207K	–	1247
2019 Q4	$207K	Buy	+5,786	New	+$199K	﹤0.01%	1272

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Capital Financial Advisors's FCOM Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2026, closing a stake of 2,778 shares — an estimated $204K sold.

United Capital Financial Advisors first reported a position in FCOM in Q4 2019 and held it in 2 quarters. The position peaked at $207K in Q4 2019. 200 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

United Capital Financial Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2026 after selling out during the quarter.
United Capital Financial Advisors sold 2,778 Fidelity MSCI Communication Services Index ETF shares in Q1 2026, an estimated $204K.
United Capital Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2019 and held it in 2 quarters.
United Capital Financial Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $207K in Q4 2019.
200 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.