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Fidelity fund shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $274k 7.1k 38.52

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Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
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Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Regal Investment Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services
FMR
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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