FIDELITY SECS FD OTC PORTFOLIO - FD Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2025

Type / Class
Equity / FD
Price per share
$23.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
43,691
Total reported value
$1,041,147
% of total 13F portfolios
0%
Share change
-600
Value change
+$1,426
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 2 institutional investors reported holding 43,691 shares of FIDELITY SECS FD OTC PORTFOLIO - FD.

Institutional Holders of FIDELITY SECS FD OTC PORTFOLIO - FD across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 43,691 $1,041,147 +$1,426 $23.83 2
2025 Q2 44,291 $980,580 +$205,794 $22.14 2
2025 Q1 34,995 $667,002 $19.06 1
2024 Q4 34,995 $751,339 $21.47 1
2024 Q3 34,995 $715,995 $0 $20.46 1
2024 Q2 34,995 $799,282 -$23,173 $22.84 1
2024 Q1 36,262 $747,216 $0 $19.49 2
2023 Q4 36,262 $663,229 $0 $18.29 2
2023 Q3 34,995 $563,417 $0 $16.10 1
2023 Q2 34,995 $583,014 $0 $16.66 1
2023 Q1 34,995 $517,000 $0 $14.77 1
2022 Q4 34,995 $449,000 $0 $12.83 1
2022 Q3 34,995 $436,000 -$1,689,004 $12.46 1
2022 Q2 159,995 $2,162,000 +$211,008 $13.52 3
2022 Q1 178,723 $3,104,000 -$1,139,997 $17.37 3
2021 Q4 236,885 $4,643,000 +$1,812,996 $19.60 5
2021 Q3 144,383 $2,722,000 -$919,678 $18.85 2
2021 Q2 189,967 $3,833,000 +$2,164,000 $20.18 3
2021 Q1 82,730 $1,499,000 +$823,000 $18.12 2
2020 Q4 37,288 $653,000 $0 $17.51 1
2020 Q3 37,288 $578,000 $0 $15.50 1
2020 Q2 37,288 $540,000 -$316,000 $14.48 1
2020 Q1 65,917 $728,000 -$116,891 $11.05 3
2019 Q4 75,684 $969,000 -$35,962 $12.79 5
2019 Q3 71,192 $812,000 -$114,015 $11.41 4
2019 Q2 87,736 $1,066,000 -$6,656 $12.16 6
2019 Q1 88,283 $1,034,000 -$85,888 $11.68 6
2018 Q4 98,138 $976,000 -$46,558 $9.94 7
2018 Q3 85,926 $1,098,000 +$105,048 $12.78 4
2018 Q2 88,184 $1,088,000 +$1,044,805 $12.34 5
2018 Q1 3,499 $396,000 $0 $113.18 1
2017 Q4 3,499 $384,000 -$113,916 $109.75 1
2017 Q3 4,537 $473,000 $0 $104.25 1
2017 Q2 4,537 $467,000 $0 $102.93 1
2017 Q1 4,537 $427,000 $0 $94.12 1
2016 Q4 4,537 $378,000 $0 $83.32 1
2016 Q3 4,537 $395,000 -$78,444 $87.06 1
2016 Q2 5,544 $431,444 $0 $77.85 2
2016 Q1 4,537 $346,000 $0 $76.26 1
2015 Q4 4,537 $379,000 $0 $83.54 1
2015 Q3 4,537 $337,000 $0 $74.28 1
2015 Q2 4,537 $378,000 -$357,000 $83.32 1
2015 Q1 8,813 $735,000 $0 $83.40 2
2014 Q4 8,813 $701,178 +$355,773 $79.56 2
2014 Q3 4,341 $341,000 +$26,472 $78.55 1
2014 Q2 4,004 $331,000 $0 $82.67 1
2014 Q1 4,004 $320,000 $0 $79.92 1