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Fidelity msci finls idx shares owned by KDK Private Wealth Management

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by KDK Private Wealth Management from 13F filings

Historical chart of KDK Private Wealth Management investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci finls idx held by KDK Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by KDK Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 25k 76.34
2025-06-30 $1.9M 26k 74.04

More positions owned by KDK Private Wealth Management

Enterprise Products Partners (EPD)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Apple (AAPL)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Vanguard World Financials Etf (VFH)

View all positions for KDK Private Wealth Management

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