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Fidelity fund shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $141k 4.5k 31.28
2025-06-30 $132k 4.5k 29.34

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Dimensional International Value Etf Etf (DFIV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Oreilly Automotive Stock (ORLY)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Farther Finance Advisors

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
Cetera Investment Advisers
Cadent Capital Advisors
Kestra Advisory Services
Great Valley Advisor Group
Jpmorgan Chase & Co
Jane Street
Envestnet Asset Management
OmniStar Financial Group
Evergreen Capital Management
Benjamin Edwards
Cambridge Investment Research Advisors

View all funds holding Fidelity fund