| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| QCI ASSET MANAGEMENT INC/NY | 26 | 26 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2020 | 26 |
| Estabrook Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
| WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
| Coston, McIsaac & Partners | 5 | 5 | 0.05% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
| GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.62% | 0.71% | 0.81% | Q4 2015 | Q2 2016 | 2 |
| B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
| Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
| Holloway Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own FIDELITY ADV NEW INSIGHTS-A or have owned FIDELITY ADV NEW INSIGHTS-A in the past.