Fidelity fund shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Fidelity fund
Tip: Access up to 7 years of quarterly data
All positions including Fidelity fund held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity fund by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3k | 258 | 24.47 |
| 2025-06-30 | $6.0k | 256 | 23.25 |
| 2025-03-31 | $5.4k | 251 | 21.43 |