Money Concepts Capital Corp »

Fidelity fund shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Money Concepts Capital Corp 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 Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 6.7k 34.23
2025-09-30 $213k 6.8k 31.28

More positions owned by Money Concepts Capital Corp

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Russell 2000 Etf (IWM)
Listed Fds Tr Roundhill Magnif (MAGS)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPAB)

View all positions for Money Concepts Capital Corp

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Summit Wealth Group Llc / Co
Braeburn Wealth Management
Inspire Advisors
Cetera Investment Advisers
Advisor Group Holdings
Jane Street
Envestnet Asset Management
Cadent Capital Advisors
Kestra Advisory Services
Jpmorgan Chase & Co
Great Valley Advisor Group
OmniStar Financial Group

View all funds holding Fidelity fund