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Fidelity fund shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.7k 423 20.60
2023-09-30 $7.8k 423 18.54
2023-06-30 $8.1k 423 19.21
2023-03-31 $8.0k 423 18.95
2022-12-31 $8.4k 423 19.90

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for New England Capital Financial Advisors

Top funds holding Fidelity fund

David Kennon
Commonwealth Equity Services
Kestra Advisory Services
Jane Street
Advisor Group Holdings
BEAM Asset Management
Element Wealth
Wealthtrust Axiom
Concurrent Investment Advisors
J.w. Cole Advisors
Steward Partners Investment Advisory
Sequent Asset Management
Envestnet Portfolio Solutions
Adell, Harriman, & Carpenter
Soltis Investment Advisors

View all funds holding Fidelity fund