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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 316062108

FIDELITY CAPITAL & INCOME

10 institutions · $9.5M total · 983,735 shares

#ManagerSharesValue% of TotalPeriod
1NISA INVESTMENT ADVISORS, LLC688,626$6.3M70.00%2023-12-31
2Garton & Associates Financial Advisors LLC276,158$3.0M28.07%2025-12-31
3ENCOMPASS WEALTH ADVISORS, LLC14,006$142.6K1.42%2024-09-30
4Oakworth Capital, Inc.2,792$30.3K0.28%2025-12-31
5Strategic Investment Solutions, Inc. /IL1,424$13.1K0.14%2023-09-30
6Laffer Tengler Investments729$6.7K0.07%2023-06-30
7TUCKER ASSET MANAGEMENT LLC0$10.00%2024-12-31
8Financial Gravity Companies, Inc.0$10.00%2025-06-30
9Financial Gravity Asset Management, Inc.0$10.00%2025-12-31
10Coston, McIsaac & Partners0$00.00%2025-12-31