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 |
|---|---|---|---|---|
| FCVFX | Fidelity Advisor Value Fund· Fidelity Advisor Series I | Non-compliant | 188 | 85% |
| FCVIX | Fidelity Small Cap Value Fund· Fidelity Securities Fund | Non-compliant | 110 | 76% |
| FCVSX | Fidelity Convertible Securities Fund· Fidelity Financial Trust | Non-compliant | 373 | 78% |
| FCVT | First Trust SSI Strategic Convertible Securities ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 125 | 74% |
| FCVTX | Fidelity Small Cap Value Fund· Fidelity Securities Fund | Non-compliant | 110 | 76% |
| FCWBX | Capital World Bond Fund | Non-compliant | 2,761 | 35% |
| FCWGX | Capital World Growth & Income Fund | Non-compliant | 346 | 94% |
| FCYIX | Select Industrials Portfolio· Fidelity Select Portfolios | Non-compliant | 53 | 88% |
| FDAGX | Select Consumer Staples Portfolio· Fidelity Select Portfolios | Non-compliant | 47 | 91% |
| FDBAX | Federated Hermes Corporate Bond Fund· Federated Hermes Investment Series Funds, Inc. | Non-compliant | 368 | 59% |
| FDBCX | Federated Hermes Corporate Bond Fund· Federated Hermes Investment Series Funds, Inc. | Non-compliant | 368 | 59% |
| FDBIX | Federated Hermes Corporate Bond Fund· Federated Hermes Investment Series Funds, Inc. | Non-compliant | 368 | 59% |
| FDBLX | Federated Hermes Corporate Bond Fund· Federated Hermes Investment Series Funds, Inc. | Non-compliant | 368 | 59% |
| FDCAX | Fidelity Capital Appreciation Fund· Fidelity Capital Trust | Non-compliant | 171 | 85% |
| FDCF | Fidelity Disruptive Communications ETF· Fidelity Covington Trust | Non-compliant | 40 | 91% |
| FDCGX | Select Consumer Staples Portfolio· Fidelity Select Portfolios | Non-compliant | 47 | 91% |
| FDD | First Trust STOXX European Select Dividend Index Fund· First Trust Exchange-Traded Fund II | Non-compliant | 31 | 100% |
| FDEC | FT Vest U.S. Equity Buffer ETF - December· First Trust Exchange-Traded Fund VIII | Non-compliant | 17 | 99% |
| FDECX | Fidelity Advisor Capital Development Fund· Fidelity Destiny Portfolios | Non-compliant | 176 | 95% |
| FDEGX | Fidelity Growth Strategies Fund· Fidelity Mt. Vernon Street Trust | Non-compliant | 149 | 92% |
| FDEIX | Fidelity Advisor Capital Development Fund· Fidelity Destiny Portfolios | Non-compliant | 176 | 94% |
| FDEKX | Fidelity Disciplined Equity Fund· Fidelity Capital Trust | Non-compliant | 116 | 92% |
| FDEM | Fidelity Emerging Markets Multifactor ETF· Fidelity Covington Trust | Non-compliant | 210 | 75% |
| FDEQX | Fidelity Disciplined Equity Fund· Fidelity Capital Trust | Non-compliant | 116 | 92% |
| FDERX | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. | Non-compliant | 54 | 93% |
| FDESX | Fidelity Advisor Diversified Stock Fund· Fidelity Destiny Portfolios | Non-compliant | 247 | 90% |
| FDETX | Fidelity Advisor Capital Development Fund· Fidelity Destiny Portfolios | Non-compliant | 176 | 94% |
| FDEV | Fidelity International Multifactor ETF· Fidelity Covington Trust | Non-compliant | 204 | 90% |
| FDEVX | Templeton Emerging Markets Equity Fund· Templeton Developing Markets Trust | Non-compliant | 105 | 90% |
| FDFAX | Select Consumer Staples Portfolio· Fidelity Select Portfolios | Non-compliant | 47 | 91% |
| FDFF | Fidelity Disruptive Finance ETF· Fidelity Covington Trust | Non-compliant | 47 | 91% |
| FDFIX | Fidelity Flex 500 Index Fund· Fidelity Concord Street Trust | Non-compliant | 507 | 94% |
| FDGFX | Fidelity Dividend Growth Fund· Fidelity Securities Fund | Non-compliant | 132 | 86% |
| FDGKX | Fidelity Dividend Growth Fund· Fidelity Securities Fund | Non-compliant | 132 | 86% |
| FDGRX | Fidelity Growth Company Fund· Fidelity Mt. Vernon Street Trust | Non-compliant | 649 | 87% |
| FDHAX | First Trust Short Duration High Income Fund· First Trust Series Fund | Non-compliant | 306 | 19% |
| FDHCX | First Trust Short Duration High Income Fund· First Trust Series Fund | Non-compliant | 306 | 19% |
| FDHIX | First Trust Short Duration High Income Fund· First Trust Series Fund | Non-compliant | 306 | 19% |
| FDHT | Fidelity Digital Health ETF· Fidelity Covington Trust | Non-compliant | 50 | 84% |
| FDHY | Fidelity Enhanced High Yield ETF· Fidelity Covington Trust | Non-compliant | 301 | 33% |
| FDIAX | Fidelity Advisor Limited Term Bond Fund· Fidelity Advisor Series II | Non-compliant | 1,119 | 50% |
| FDIG | Fidelity Crypto Industry and Digital Payments ETF· Fidelity Covington Trust | Non-compliant | 62 | 71% |
| FDIGX | Select Consumer Staples Portfolio· Fidelity Select Portfolios | Non-compliant | 47 | 91% |
| FDIKX | Fidelity Diversified International Fund· Fidelity Investment Trust | Non-compliant | 156 | 85% |
| FDIQ | Invesco Bloomberg Financial Data Providers ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 35 | 86% |
| FDIS | Fidelity MSCI Consumer Discretionary Index ETF· FIDELITY COVINGTON TRUST | Non-compliant | 248 | 91% |
| FDIV | MarketDesk Focused U.S. Dividend ETF· EA Series Trust | Non-compliant | 62 | 94% |
| FDIVX | Fidelity Diversified International Fund· Fidelity Investment Trust | Non-compliant | 156 | 85% |
| FDKFX | Fidelity International Discovery K6 Fund· Fidelity Investment Trust | Non-compliant | 135 | 89% |
| FDL | First Trust Morningstar Dividend Leaders Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 101 | 96% |
| FDLO | Fidelity Low Volatility Factor ETF· Fidelity Covington Trust | Non-compliant | 127 | 90% |
| FDLS | Inspire Fidelis Multi Factor ETF· Northern Lights Fund Trust IV | Non-compliant | 101 | 92% |
| FDLSX | Select Leisure Portfolio· Fidelity Select Portfolios | Non-compliant | 34 | 84% |
| FDM | First Trust Dow Jones Select MicroCap Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 150 | 80% |
| FDMLX | Fidelity Series Intrinsic Opportunities Fund· Fidelity Puritan Trust | Non-compliant | 249 | 80% |
| FDMO | Fidelity Momentum Factor ETF· Fidelity Covington Trust | Non-compliant | 138 | 90% |
| FDN | First Trust Dow Jones Internet Index Fund· First Trust Exchange-Traded Fund | Non-compliant | 43 | 99% |
| FDND | FT Vest Dow Jones Internet & Target Income ETF· First Trust Exchange-Traded Fund IV | Non-compliant | 43 | 99% |
| FDNI | First Trust Dow Jones International Internet ETF· First Trust Exchange-Traded Fund II | Non-compliant | 41 | 97% |
| FDRR | Fidelity Dividend ETF for Rising Rates· Fidelity Covington Trust | Non-compliant | 114 | 91% |
| FDRV | Fidelity Electric Vehicles and Future Transportation ETF· Fidelity Covington Trust | Non-compliant | 53 | 78% |
| FDSCX | Fidelity Stock Selector Small Cap Fund· Fidelity Capital Trust | Non-compliant | 236 | 72% |
| FDSVX | Fidelity Growth Discovery Fund· Fidelity Hastings Street Trust | Non-compliant | 145 | 93% |
| FDT | First Trust Developed Markets ex-US AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 303 | 86% |
| FDTCX | Fidelity Advisor Diversified Stock Fund· Fidelity Destiny Portfolios | Non-compliant | 247 | 90% |
| FDTEX | Fidelity Advisor Diversified Stock Fund· Fidelity Destiny Portfolios | Non-compliant | 247 | 90% |
| FDTGX | Select Consumer Staples Portfolio· Fidelity Select Portfolios | Non-compliant | 47 | 91% |
| FDTIX | Fidelity Advisor Diversified Stock Fund· Fidelity Destiny Portfolios | Non-compliant | 247 | 90% |
| FDTOX | Fidelity Advisor Diversified Stock Fund· Fidelity Destiny Portfolios | Non-compliant | 247 | 90% |
| FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 407 | 72% |
| FDTTX | Fidelity Advisor Capital Development Fund· Fidelity Destiny Portfolios | Non-compliant | 176 | 95% |
| FDTX | Fidelity Disruptive Technology ETF· Fidelity Covington Trust | Non-compliant | 40 | 97% |
| FDTZX | Fidelity Advisor Capital Development Fund· Fidelity Destiny Portfolios | Non-compliant | 176 | 95% |
| FDV | Federated Hermes U.S. Strategic Dividend ETF· Federated Hermes ETF Trust | Non-compliant | 50 | 94% |
| FDVAX | Fidelity Advisor Diversified International Fund· Fidelity Advisor Series VIII | Non-compliant | 158 | 85% |
| FDVIX | Fidelity Advisor Diversified International Fund· Fidelity Advisor Series VIII | Non-compliant | 158 | 85% |
| FDVKX | Fidelity Value Discovery K6 Fund· Fidelity Puritan Trust | Non-compliant | 123 | 90% |
| FDVLX | Fidelity Value Fund· Fidelity Capital Trust | Non-compliant | 188 | 85% |
| FDVV | Fidelity High Dividend ETF· Fidelity Covington Trust | Non-compliant | 99 | 90% |
| FDWGX | American Funds Developing World Growth & Income Fund | Non-compliant | 149 | 86% |
| FDWM | Fidelity Women's Leadership ETF· Fidelity Covington Trust | Non-compliant | 81 | 93% |
| FEAAX | Fidelity Advisor Emerging Asia Fund· Fidelity Advisor Series VIII | Non-compliant | 71 | 77% |
| FEAC | Fidelity Enhanced U.S. All-Cap Equity ETF· Fidelity Covington Trust | Non-compliant | 482 | 90% |
| FEAFX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| FEAIX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| FEAMX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| FEATX | Fidelity Advisor Emerging Asia Fund· Fidelity Advisor Series VIII | Non-compliant | 71 | 77% |
| FEBAX | First Eagle Global Balanced Fund· First Eagle Funds | Non-compliant | 271 | 78% |
| FEBBX | Fidelity Environmental Bond Fund· Fidelity Income Fund | Non-compliant | 209 | 64% |
| FEBCX | First Eagle Global Balanced Fund· First Eagle Funds | Non-compliant | 271 | 78% |
| FEBDX | Fidelity Environmental Bond Fund· Fidelity Income Fund | Non-compliant | 209 | 64% |
| FEBEX | Fidelity Environmental Bond Fund· Fidelity Income Fund | Non-compliant | 209 | 64% |
| FEBFX | Fidelity Environmental Bond Fund· Fidelity Income Fund | Non-compliant | 209 | 64% |
| FEBGX | Fidelity Environmental Bond Fund· Fidelity Income Fund | Non-compliant | 209 | 64% |
| FEBIX | First Eagle Global Income Builder Fund· First Eagle Funds | Non-compliant | 262 | 78% |
| FEBMX | American Funds Emerging Markets Bond Fund | Non-compliant | 1,053 | 14% |
| FEBP | PGIM S&P 500 Buffer 12 ETF - February· PGIM Rock ETF Trust | Non-compliant | 9 | 99% |
| FEBRX | First Eagle Global Balanced Fund· First Eagle Funds | Non-compliant | 271 | 78% |
| FEBZ | TrueShares Structured Outcome (February) ETF· Elevation Series Trust | Non-compliant | 13 | 90% |
| FECBX | Fidelity SAI Enhanced Core Bond Fund· Fidelity Salem Street Trust | Non-compliant | 793 | 77% |
30,298 funds · page 49 of 303