| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CARRET ASSET MANAGEMENT, LLC | 41 | 41 | 0.05% | 0.07% | 0.10% | Q3 2013 | Q3 2023 | 41 |
| BANCORPSOUTH INC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q3 2017 | 8 |
| Cadence Bank | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2019 | 8 |
| Smith Affiliated Capital Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q4 2012 | 7 |
| ZWJ INVESTMENT COUNSEL INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
| Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
| Coston, McIsaac & Partners | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
| RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
| Detwiler Fenton Investment Management LLC | 2 | 1 | 0.22% | 0.76% | 1.37% | Q1 2015 | Q4 2015 | 3 |
| Summit Global Investments | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 3 |
| OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
| Williams Jones Wealth Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| Estabrook Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
| Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| Grassi Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
| Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
| Barrett Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
This page lists all the filers that currently own FIDELITY SECS FD BLUE CHIP GWT or have owned FIDELITY SECS FD BLUE CHIP GWT in the past.