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Fidelity Greenwood Street Tr shares owned by Southern Financial Group

Quarter-by-quarter ownership of Fidelity Greenwood Street Tr (FHEQ) shares owned by Southern Financial Group from 13F filings

Historical chart of Southern Financial Group investment in Fidelity Greenwood Street Tr

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All positions including Fidelity Greenwood Street Tr held by Southern Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Greenwood Street Tr by Southern Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $31M 1.1M 29.42
2025-12-31 $32M 1.0M 30.91

More positions owned by Southern Financial Group

Janus Detroit Str Tr Henderson Income (JIII)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Southern Company (SO)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Diamondback Energy (FANG)
Apple (AAPL)
Regions Financial Corporation (RF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spire (SR)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
NVIDIA Corporation (NVDA)
At&t (T)

View all positions for Southern Financial Group

Top funds holding Fidelity Greenwood Street Tr

FMR
Keybank National Association
Southern Financial Group
Stifel Financial
Envestnet Asset Management
Commonwealth Equity Services
Cetera Investment Advisers
Mml Investors Services
Great Valley Advisor Group
Branch Banking & Trust Company
Sunbelt Securities
Morgan Stanley
Kestra Advisory Services
HighTower Advisors
Aptus Capital Advisors

View all funds holding Fidelity Greenwood Street Tr