Flagship Wealth Advisors »

Fidelity fund shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity fund by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $269k 7.0k 38.52

More positions owned by Flagship Wealth Advisors

Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Index Fds Exchange Traded Fund (VUG)
Vanguard Whitehall Fds Exchange Traded Fund (VYM)
Fidelity Covington Trust Exchange Traded Fund (FDVV)
Wisdomtree Tr Exchange Traded Fund (EPS)
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)
Vanguard Index Fds Exchange Traded Fund (VTV)
Fidelity Covington Trust Exchange Traded Fund (FELC)
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)
Schwab Strategic Tr Exchange Traded Fund (SCHG)
Bny Mellon Etf Trust Exchange Traded Fund (BKIE)
Vanguard Index Fds Exchange Traded Fund (VOO)
Nvidia Corporation Common Stock (NVDA)
Ishares Tr Exchange Traded Fund (DGRO)
Invesco Exchange Traded Fd T Exchange Traded Fund (XLG)

View all positions for Flagship Wealth Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services
FMR
Advisor Group Holdings
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Summit Wealth Group Llc / Co
Envestnet Asset Management
Royal Bank of Canada
Kingsview Wealth Management
Kestra Advisory Services
Holland Advisory Services
D.A. Davidson & Co.
OmniStar Financial Group
Jpmorgan Chase & Co

View all funds holding Fidelity fund