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Fidelity msci finls idx shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci finls idx held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $727k 9.5k 76.34
2025-06-30 $705k 9.5k 74.04
2025-03-31 $708k 10k 69.52

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Agf Management
Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Congress Wealth Management LLC / DE /
PFG Financial Advisors
LPL Financial
Mercer Global Advisors
Full Sail Capital
Strategic Point Investment Advisors
Northwestern Mutual Wealth Management Company
Kovitz Investment Group Partners
Wells Fargo & Company

View all funds holding Fidelity msci finls idx