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Fidelity Contra shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Fidelity Contra (FCNTX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Fidelity Contra

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Contra held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Contra by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $187k 12k 16.11
2023-03-31 $203k 15k 13.29

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Schwab US Broad Market ETF Etf (SCHB)
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Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
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Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

Top funds holding Fidelity Contra

Neville Rodie & Shaw
Carret Asset Management
Fulton Bank, NA
Cable Hill Partners
GUNN & Co INVESTMENT MANAGEMENT
Wallington Asset Management
Mot
Northstar Asset Management
Moody Lynn & Co/
Sequent Asset Management
Ferguson Wellman Capital Management
Ethos Financial Group
North Star Asset Management
Garde Capital
ORG Partners

View all funds holding Fidelity Contra