News + Filings Key Docs Ownership
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FIDELITY FREEDOM 2020 (FTEC)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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Lido Advisors, LLC
| 1,511,499 | -17,762 | 197,462,280,000 | 1.41 | |
Hist
| 06/30/2023 |
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Full Sail Capital, LLC
| 637,953 | -106,454 | 83,342,220,000 | 7.11 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 445,429 | 131,103 | 58,190,856,000 | 0.03 | |
Hist
| 06/30/2023 |
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Portfolio Strategies, Inc.
| 248,759 | 194,293 | 32,497,940,000 | 5.87 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 221,754 | 112,803 | 28,934,907,000 | | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 204,448 | 27,133 | 26,709,303,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 213,549 | -10,207 | 24,333,860,000 | 0.02 | |
Hist
| 03/31/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 142,723 | 41,243 | 18,645,375,000 | 0.02 | |
Hist
| 06/30/2023 |
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Connectus Wealth, LLC
| 126,683 | 4,281 | 16,564,591,000 | 0.38 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 116,171 | -1,596 | 15,176,635,000 | 0.02 | |
Hist
| 06/30/2023 |
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Financial Partners Group, Inc
| 114,339 | -13,228 | 14,714,333,000 | 2.98 | |
Hist
| 06/30/2023 |
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FMR LLC
| 108,320 | 7,979 | 14,150,919,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 106,394 | 30,166 | 13,899,312,000 | 0.00 | |
Hist
| 06/30/2023 |
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Adviser Investments LLC
| 97,443 | 30,091 | 12,730,004,000 | 0.28 | |
Hist
| 06/30/2023 |
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Eqis Capital Management, Inc.
| 96,644 | 81,401 | 12,625,566,000 | 1.42 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 77,324 | -827 | 10,101,578,000 | 0.00 | |
Hist
| 06/30/2023 |
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Atria Wealth Solutions, Inc.
| 76,458 | -25,274 | 9,988,481,000 | 0.14 | |
Hist
| 06/30/2023 |
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Kraft, Davis & Associates, LLC
| 77,388 | 77,388 | 9,835,384,000 | 3.41 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 74,283 | -54,025 | 9,704,386,000 | 0.00 | |
Hist
| 06/30/2023 |
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AMERIPRISE FINANCIAL INC
| 70,008 | 25,052 | 9,149,423,000 | 0.00 | |
Hist
| 06/30/2023 |
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PFG Advisors
| 66,280 | 4,925 | 8,658,771,000 | 0.66 | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 63,786 | -12,154 | 8,333,004,000 | 0.08 | |
Hist
| 06/30/2023 |
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Armor Investment Advisors, LLC
| 68,162 | -460 | 7,767,044,000 | 4.44 | |
Hist
| 03/31/2023 |
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Orion Portfolio Solutions, LLC
| 58,480 | 35,214 | 7,639,965,000 | | |
Hist
| 06/30/2023 |
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CANTOR FITZGERALD, L. P.
| 52,920 | -3,527 | 6,913,469,000 | 0.16 | |
Hist
| 06/30/2023 |
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Lifeworks Advisors, LLC
| 51,431 | -4,424 | 6,718,893,000 | 2.86 | |
Hist
| 06/30/2023 |
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PGIM Custom Harvest LLC
| 51,312 | -164 | 6,703,400,000 | 0.25 | |
Hist
| 06/30/2023 |
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RAYMOND JAMES & ASSOCIATES
| 68,717 | -26,393 | 6,497,905,000 | 0.01 | |
Hist
| 12/31/2022 |
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Smith, Salley & Associates
| 49,399 | -4,011 | 6,453,448,000 | 0.48 | |
Hist
| 06/30/2023 |
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ATLAS CAPITAL ADVISORS LLC
| 47,294 | -9,405 | 6,178,488,000 | 0.94 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 63,109 | 12,170 | 5,964,436,000 | 0.01 | |
Hist
| 12/31/2022 |
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Aptus Capital Advisors, LLC
| 43,408 | 43,408 | 5,670,821,000 | 0.14 | |
Hist
| 06/30/2023 |
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PRUDENTIAL FINANCIAL INC
| 43,143 | 9,642 | 5,636,136,000 | 0.01 | |
Hist
| 06/30/2023 |
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Allworth Financial LP
| 41,391 | 39,489 | 5,407,334,000 | 0.05 | |
Hist
| 06/30/2023 |
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Mariner, LLC
| 40,367 | 3,324 | 5,273,567,000 | 0.01 | |
Hist
| 06/30/2023 |
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