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Fidelity fund shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.6M 218k 34.81

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPYG)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTI)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)
Broadcom (AVGO)
Microsoft Corporation Call Option (MSFT)
Amazon Call Option (AMZN)

View all positions for Kingsview Wealth Management

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Northwestern Mutual Wealth Management Company
Summit Wealth Group Llc / Co
Kingsview Wealth Management
Kestra Advisory Services
Royal Bank of Canada
D.A. Davidson & Co.
Cetera Investment Advisers
OmniStar Financial Group
Jane Street
Envestnet Asset Management
Roan Capital Partners
Braeburn Wealth Management

View all funds holding Fidelity fund