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Fidelity fund shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of Fidelity fund (FIVA) 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 $15k 488 31.28

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Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
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Jpmorgan Chase & Co
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Envestnet Asset Management
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Benjamin Edwards
Cambridge Investment Research Advisors

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