CUSIP 316389105
FIDELITY SECS FD OTC PORTFOLIO
6 institutions · $2.0M total · 84,422 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 34,995 | $849.7K | 41.45% | 2025-12-31 |
| 2 | Garton & Associates Financial Advisors LLC | 24,020 | $583.2K | 28.45% | 2025-12-31 |
| 3 | Hurley Capital, LLC | 8,696 | $207.2K | 10.30% | 2025-09-30 |
| 4 | Brooklyn Investment Group | 9,296 | $205.8K | 11.01% | 2025-06-30 |
| 5 | McMillan Office, Inc. | 6,148 | $149.3K | 7.28% | 2025-12-31 |
| 6 | Financial Gravity Asset Management, Inc. | 1,267 | $23.2K | 1.50% | 2024-06-30 |