30,298 funds screened by look-through to their filed holdings
Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| FAPWX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAPYX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAPZX | Fidelity Risk Parity Fund· Fidelity Greenwood Street Trust | Non-compliant | 33 | 5% |
| FAQIX | Nuveen Dividend Value Fund· Nuveen Investment Funds, Inc. | Non-compliant | 64 | 98% |
| FARCX | Nuveen Real Estate Securities Fund· Nuveen Investment Funds, Inc. | Non-compliant | 68 | 85% |
| FARMX | Fidelity Agricultural Productivity Fund· Fidelity Summer Street Trust | Non-compliant | 29 | 89% |
| FAS | Direxion Daily Financial Bull 3X Shares· Direxion Shares ETF Trust | Non-compliant | 88 | 51% |
| FASBX | Franklin Templeton SMACS: Series CP· Franklin Strategic Series | Non-compliant | 336 | 45% |
| FASDX | Fidelity Strategic Dividend and Income Fund· Fidelity Salem Street Trust | Non-compliant | 727 | 74% |
| FASEX | Nuveen Mid Cap Value Opportunities Fund· Nuveen Investment Funds, Inc. | Non-compliant | 65 | 90% |
| FASOX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FASPX | Fidelity Advisor Value Strategies Fund· Fidelity Advisor Series I | Non-compliant | 176 | 83% |
| FATRX | Frost Total Return Bond Fund· Frost Family of Funds | Non-compliant | 357 | 70% |
| FAUDX | Strategic Advisers Short Duration Fund· Fidelity Rutland Square Trust II | Non-compliant | 1,339 | 26% |
| FAUFX | Fidelity Advisor Utilities Fund· Fidelity Advisor Series VII | Non-compliant | 32 | 85% |
| FAUGX | Franklin Low Duration U.S. Government Securities Fund· Franklin Investors Securities Trust | Non-compliant | 1,186 | 95% |
| FAURX | Franklin Low Duration U.S. Government Securities Fund· Franklin Investors Securities Trust | Non-compliant | 1,186 | 95% |
| FAUZX | Franklin Low Duration U.S. Government Securities Fund· Franklin Investors Securities Trust | Non-compliant | 1,186 | 95% |
| FAVAX | Fidelity Advisor Equity Value Fund· Fidelity Advisor Series I | Non-compliant | 118 | 92% |
| FAVCX | Fidelity Advisor Equity Value Fund· Fidelity Advisor Series I | Non-compliant | 118 | 92% |
| FAVFX | Fidelity Advisor Value Fund· Fidelity Advisor Series I | Non-compliant | 188 | 85% |
| FAVTX | Fidelity Advisor Equity Value Fund· Fidelity Advisor Series I | Non-compliant | 118 | 92% |
| FAX | ABRDN ASIA-PACIFIC INCOME FUND, INC. | Non-compliant | 347 | 21% |
| FAYZX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FAZYX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FBAFX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| FBAGX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FBAHX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FBAKX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBALX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAOX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAPX | Fidelity Tactical Bond Fund· Fidelity Salem Street Trust | Non-compliant | 95 | 51% |
| FBAQX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBARX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAUX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBAVX | Fidelity Balanced Fund· Fidelity Puritan Trust | Non-compliant | 368 | 61% |
| FBBAX | Fundamental Family Office Allocation Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 64 | 81% |
| FBBYX | Fundamental Family Office Allocation Fund· ADVISORS' INNER CIRCLE III | Non-compliant | 64 | 81% |
| FBCCX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCDX | American Funds Corporate Bond Fund | Non-compliant | 739 | 64% |
| FBCEX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCG | Fidelity Blue Chip Growth ETF· Fidelity Covington Trust | Non-compliant | 230 | 96% |
| FBCGX | Fidelity Blue Chip Growth K6 Fund· Fidelity Securities Fund | Non-compliant | 378 | 91% |
| FBCHX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCIX | Capital Income Builder | Non-compliant | 2,791 | 88% |
| FBCJX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCKX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBCV | Fidelity Blue Chip Value ETF· Fidelity Covington Trust | Non-compliant | 127 | 92% |
| FBCVX | Fidelity Blue Chip Value Fund· Fidelity Securities Fund | Non-compliant | 89 | 93% |
| FBDAX | Franklin Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,918 | 54% |
| FBDC | FT Confluence BDC & Specialty Finance Income ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 21 | 69% |
| FBDIX | Franklin Biotechnology Discovery Fund· Franklin Strategic Series | Non-compliant | 126 | 60% |
| FBFQX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBFRX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBFZX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBGKX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBGRX | Fidelity Blue Chip Growth Fund· Fidelity Securities Fund | Non-compliant | 393 | 91% |
| FBIIX | Fidelity International Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 2,285 | 14% |
| FBIOX | Select Biotechnology Portfolio· Fidelity Select Portfolios | Non-compliant | 215 | 66% |
| FBKFX | Fidelity Balanced K6 Fund· Fidelity Puritan Trust | Non-compliant | 364 | 61% |
| FBKWX | Fidelity Total Bond Fund· Fidelity Income Fund | Non-compliant | 6,678 | 65% |
| FBL | GraniteShares 2x Long META Daily ETF· GraniteShares ETF Trust | Non-compliant | 5 | 29% |
| FBLAX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBLEX | Fidelity Series Stock Selector Large Cap Value Fund· Fidelity Devonshire Trust | Non-compliant | 127 | 95% |
| FBLTX | Fidelity SAI Long-Term Treasury Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 45 | 99% |
| FBMCX | Franklin Managed Income Fund· Franklin Investors Securities Trust | Non-compliant | 191 | 80% |
| FBMPX | Select Communication Services Portfolio· Fidelity Select Portfolios | Non-compliant | 51 | 87% |
| FBNAX | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FBND | Fidelity Total Bond ETF· Fidelity Merrimack Street Trust | Non-compliant | 4,634 | 65% |
| FBNDX | Fidelity Investment Grade Bond Fund· Fidelity Salem Street Trust | Non-compliant | 4,231 | 68% |
| FBNIX | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FBNTX | Fidelity Short-Term Bond Fund· Fidelity Salem Street Trust | Non-compliant | 463 | 63% |
| FBOFX | Bond Fund of America | Non-compliant | 5,789 | 67% |
| FBOGX | Templeton Global Smaller Companies Fund | Non-compliant | 77 | 82% |
| FBONX | American Balanced Fund | Non-compliant | 4,076 | 83% |
| FBOT | Fidelity Disruptive Automation ETF· Fidelity Covington Trust | Non-compliant | 50 | 90% |
| FBRLX | Franklin LifeSmart Retirement Income Fund· Franklin Fund Allocator Series | Non-compliant | 15 | 8% |
| FBRRX | First Eagle Global Income Builder Fund· First Eagle Funds | Non-compliant | 262 | 77% |
| FBSAX | Franklin Mutual U.S. Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 67 | 83% |
| FBSIX | Franklin Mutual U.S. Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 67 | 83% |
| FBSOX | Select Enterprise Technology Services Portfolio· Fidelity Select Portfolios | Non-compliant | 35 | 86% |
| FBSRX | Franklin Mutual U.S. Mid Cap Value Fund· Franklin Value Investors Trust | Non-compliant | 67 | 83% |
| FBSSX | American Funds Strategic Bond Fund | Non-compliant | 2,624 | 52% |
| FBT | First Trust NYSE Arca Biotechnology Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 32 | 98% |
| FBTAX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBTCX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBTDX | Franklin Biotechnology Discovery Fund· Franklin Strategic Series | Non-compliant | 126 | 60% |
| FBTIX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBTTX | Fidelity Advisor Biotechnology Fund· Fidelity Advisor Series VII | Non-compliant | 129 | 52% |
| FBUF | Fidelity Dynamic Buffered Equity ETF· Fidelity Greenwood Street Trust | Non-compliant | 181 | 89% |
| FBYY | GraniteShares YieldBOOST META ETF· GraniteShares ETF Trust | Non-compliant | 6 | 99% |
| FBZ | First Trust Brazil AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 50 | 35% |
| FCA | First Trust China AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 51 | 93% |
| FCADX | Fidelity International Discovery Fund· Fidelity Investment Trust | Non-compliant | 135 | 88% |
| FCAEX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCAGX | Fidelity Small Cap Growth Fund· Fidelity Securities Fund | Non-compliant | 365 | 69% |
| FCAJX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCAKX | Fidelity Capital Appreciation Fund· Fidelity Capital Trust | Non-compliant | 171 | 85% |
| FCALX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCAOX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
30,298 funds · page 47 of 303