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Fidelity fund shares owned by Advocate Investing Services

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Advocate Investing Services from 13F filings

Historical chart of Advocate Investing Services investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Advocate Investing Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Advocate Investing Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $306k 11k 27.61

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View all positions for Advocate Investing Services

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
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Putnam Fl Investment Management
Wealthtrust Axiom
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Dentgroup

View all funds holding Fidelity fund