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Fidelity fund shares owned by Fullerton Advisors

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Fullerton Advisors from 13F filings

Historical chart of Fullerton Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Fullerton Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Fullerton Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 52k 25.91

More positions owned by Fullerton Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Series Trust State Street Spd (SPTM)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Vanguard Index Fds Extend Mkt Etf (VXF)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Fullerton Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
Advisor Group Holdings
Kestra Advisory Services
Citadel Advisors
BEAM Asset Management
Putnam Fl Investment Management
LPL Financial
Wealthtrust Axiom
Fullerton Advisors
Dentgroup
Jpmorgan Chase & Co
Element Wealth
Concurrent Investment Advisors
Raymond James Financial

View all funds holding Fidelity fund