Hilton Capital Management, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Hilton Capital Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q4 2019$559,000
+11.1%
1,6000.0%0.07%
+4.6%
Q3 2019$503,000
-0.2%
1,6000.0%0.06%
-5.8%
Q2 2019$504,000
+4.1%
1,6000.0%0.07%
+6.2%
Q1 2019$484,000
+16.3%
1,6000.0%0.06%
-12.2%
Q4 2018$416,000
-17.6%
1,6000.0%0.07%
-1.3%
Q3 2018$505,000
+7.2%
1,6000.0%0.08%
-1.3%
Q2 2018$471,000
+6.3%
1,6000.0%0.08%
+7.0%
Q1 2018$443,000
+2.1%
1,6000.0%0.07%
+7.6%
Q4 2017$434,000
+6.4%
1,6000.0%0.07%
-7.0%
Q3 2017$408,0001,6000.07%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2023
NameSharesValueWeighting ↓
Silicon Valley Capital Partners 19,792$5,145,0002.58%
Pinnacle Family Advisors, LLC 8,843$2,299,0001.55%
Townsend & Associates, Inc 4,941$1,284,0001.47%
SMITH CHAS P & ASSOCIATES PA CPAS 37,636$9,784,0001.33%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,392$4,001,0001.26%
Questar Asset Management, Inc. 4,093$1,064,0001.25%
CRA Financial Services, LLC 4,480$1,165,0000.84%
Kovack Advisors, Inc. 10,914$2,837,0000.83%
Sowell Financial Services LLC 21,187$5,508,0000.78%
FinTrust Capital Advisors, LLC 5,075$1,319,0000.65%
View complete list of FIDELITY COMWLTH TR shareholders