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Plus Group Wealth Advisors »

Fidelity fund shares owned by Plus Group Wealth Advisors

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

Historical chart of Plus Group Wealth Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Plus Group Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$582k	23k	25.91

More positions owned by Plus Group Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)

First Tr Exchange-traded SHS (FVD)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Index Fds Mid Cap Etf (VO)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

First Tr Exchange-traded Dj Internt Idx (FDN)

First Tr Exchange-traded First Tr Enh New (FTSM)

Spdr Series Trust State Street Spd (SPTI)

Vanguard Index Fds Real Estate Etf (VNQ)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Plus Group Wealth Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services

Advisor Group Holdings

Kestra Advisory Services

BEAM Asset Management

Citadel Advisors

Putnam Fl Investment Management

Wealthtrust Axiom

Fullerton Advisors

Jpmorgan Chase & Co

Concurrent Investment Advisors

View all funds holding Fidelity fund

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