| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
| NEVILLE RODIE & SHAW INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
| GOFEN & GLOSSBERG LLC /IL/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
| Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
| Almanack Investment Partners, LLC. | 5 | 5 | 0.14% | 0.17% | 0.21% | Q2 2021 | Q2 2022 | 5 |
| Lake Point Wealth Management | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 4 |
| Summit Global Investments | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 3 |
| Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
| PALLADIUM PARTNERS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
| Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
| Ellevest, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
| QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| OUTFITTER ADVISORS, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
| 55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
This page lists all the filers that currently own FIDELITY SECS FD OTC PORTFOLIO or have owned FIDELITY SECS FD OTC PORTFOLIO in the past.