FOCPX
Fidelity OTC Portfolio
1W: -0.6%
1M: +5.0%
3M: -9.7%
YTD: +13.2%
1Y: +15.8%
3Y: +107.4%
5Y: +79.2%
$28.05
+0.38 (+1.37%)
Weekly Expected Move ±2.3%
$26
$27
$28
$28
$29
Institutional Ownership — FOCPX
5
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
3
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | 34,995 | 982K | — | +0.0% | 16Q | SEC ↗ |
| 2 | McMillan Office, Inc. | 6,148 | 172K | — | +0.0% | 3Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 2,069 | 58K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | 0K | -27,253 | -100.0% | 2Q | SEC ↗ |
| 5 | MOODY LYNN LIEBERSON & WALKER, LLC | 0 | 0K | -13,212 | -100.0% | 1Q | SEC ↗ |
| 6 | Silver Grove Financial Group, Inc. | 0 | 0K | -143 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 2,069 | 58K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 27,253 | 764K |
| MOODY LYNN LIEBERSON & WALKER, LLC | 13,212 | 371K |
| Silver Grove Financial Group, Inc. | 143 | 4K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.