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Fidelity msci finls idx shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Fidelity msci finls idx

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All positions including Fidelity msci finls idx held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 18k 76.36
2025-06-30 $1.3M 18k 74.04
2025-03-31 $1.4M 20k 69.52

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View all positions for Great Valley Advisor Group

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