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Fidelity targeted emerg shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Fidelity targeted emerg (FDEM) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Fidelity targeted emerg

Tip: Access up to 7 years of quarterly data

All positions including Fidelity targeted emerg held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity targeted emerg by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $451k 18k 24.80
2023-12-31 $522k 22k 24.01

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Fidelity targeted emerg

Commonwealth Equity Services
Advisor Group Holdings
Sunbelt Securities
Csenge Advisory Group
Cambridge Investment Research Advisors
Forthright Family Wealth Advisory
OmniStar Financial Group
Kestra Advisory Services
Harbour Investments
Farther Finance Advisors
Clarity Asset Management
Spire Wealth Management
Live Oak Investment Partners
Morgan Stanley

View all funds holding Fidelity targeted emerg