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Fidelity Invest GRD Secur (FSEC)

CUSIP: 316188705 | NYSE | 99 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Global Wealth Strategies & Associates219,134
1.7% of portfolio›$9.2M
Midwest Financial Network, LLC94,116
2.7% of portfolio›$3.9M
Kestra Advisory Services, LLC78,531
0.0% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC42,372
0.0% of portfolio›$1.8M
Creative Planning29,978
0.0% of portfolio›$1.3M
Capital Investment Advisors, LLC9,757
0.0% of portfolio›$407.5K
Smith Chas P & Associates PA Cpas7,818
0.0% of portfolio›$329.9K
Verdence Capital Advisors LLC7,399
0.0% of portfolio›$309.0K
Advisor OS, LLC7,346
0.0% of portfolio›$306.8K
ShoreHaven Wealth Partners, LLC6,226
0.1% of portfolio›$260.0K
RDA Financial Network6,048
0.1% of portfolio›$252.6K
Investment Partners, Ltd.5,770
0.0% of portfolio›$241.0K
Brighton Jones LLC5,608
0.0% of portfolio›$234.2K
IFP Advisors, Inc5,252
0.0% of portfolio›$219.3K
Meridian Wealth Management, LLC5,021
0.0% of portfolio›$209.7K
Bear Mountain Capital, Inc.9
0.0% of portfolio›$361
Farther Finance Advisors, LLC0
0.0% of portfolio›$8
StyleTurnoverLocationFiled
Global Wealth Strategies & Associates
219,134$9.2M1.7%ETFLowDenver, CO2026-10-02
Midwest Financial Network, LLC
94,116$3.9M2.7%ETFHighTinley Park, IL2026-10-13
Kestra Advisory Services, LLC
78,531$3.3M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
42,372$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
29,978$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Capital Investment Advisors, LLC
9,757$407.5K0.0%CoreLowAtlanta, GA2026-10-22
Smith Chas P & Associates PA Cpas
7,818$329.9K0.0%CoreVery LowLakeland, FL2026-10-22
Verdence Capital Advisors LLC
7,399$309.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Advisor OS, LLC
7,346$306.8K0.0%ETFMediumChicago, IL2026-11-03
ShoreHaven Wealth Partners, LLC
6,226$260.0K0.1%ETFMediumRed Bank, NJ2026-10-16
RDA Financial Network
6,048$252.6K0.1%GrowthMediumAkron, IA2026-10-15
Investment Partners, Ltd.
5,770$241.0K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
Brighton Jones LLC
5,608$234.2K0.0%CoreVery LowSeattle, WA2026-11-03
IFP Advisors, Inc
5,252$219.3K0.0%GrowthLowTampa, FL2026-10-16
Meridian Wealth Management, LLC
5,021$209.7K0.0%GrowthLowLexington, KY2026-11-05
Bear Mountain Capital, Inc.
9$3610.0%ETFLowSeattle, WA2026-11-04
Farther Finance Advisors, LLC
0$80.0%IndexLowSan Francisco, CA2026-10-08