30,249 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 |
|---|---|---|---|---|
| FITZ | Fitz-Gerald Must Have Portfolio ETF· Tidal Trust II | Non-compliant | 31 | 99% |
| FIUIX | Fidelity Telecom and Utilities Fund· Fidelity Select Portfolios | Non-compliant | 47 | 85% |
| FIUSX | Nomura Opportunity Fund· Delaware Group Equity Funds IV | Non-compliant | 97 | 89% |
| FIVA | Fidelity International Value Factor ETF· Fidelity Covington Trust | Non-compliant | 110 | 94% |
| FIVCX | Nomura Opportunity Fund· Delaware Group Equity Funds IV | Non-compliant | 97 | 89% |
| FIVGX | Select Financials Portfolio· Fidelity Select Portfolios | Non-compliant | 62 | 85% |
| FIVHX | Select Financials Portfolio· Fidelity Select Portfolios | Non-compliant | 62 | 85% |
| FIVJX | Select Financials Portfolio· Fidelity Select Portfolios | Non-compliant | 62 | 85% |
| FIVKX | Select Financials Portfolio· Fidelity Select Portfolios | Non-compliant | 62 | 85% |
| FIVLX | Fidelity International Value Fund· Fidelity Investment Trust | Non-compliant | 108 | 90% |
| FIVMX | Fidelity International Value Fund· Fidelity Investment Trust | Non-compliant | 111 | 89% |
| FIVOX | Fidelity International Value Fund· Fidelity Investment Trust | Non-compliant | 111 | 89% |
| FIVPX | Fidelity International Value Fund· Fidelity Investment Trust | Non-compliant | 111 | 89% |
| FIVQX | Fidelity International Value Fund· Fidelity Investment Trust | Non-compliant | 111 | 89% |
| FIVRX | First Eagle U.S. Fund· First Eagle Funds | Non-compliant | 86 | 80% |
| FIVSX | Select Financials Portfolio· Fidelity Select Portfolios | Non-compliant | 62 | 85% |
| FIVUX | Nomura Opportunity Fund· Delaware Group Equity Funds IV | Non-compliant | 97 | 89% |
| FIVVX | Nomura Opportunity Fund· Delaware Group Equity Funds IV | Non-compliant | 97 | 89% |
| FIVY | Yieldmax Dorsey Wright Hybrid 5 Income ETF· Tidal Trust II | Non-compliant | 11 | 42% |
| FIW | First Trust Water ETF· First Trust Exchange-Traded Fund | Non-compliant | 38 | 95% |
| FIWBX | Fidelity Advisor Multi-Asset Income Fund· Fidelity School Street Trust | Non-compliant | 255 | 77% |
| FIWCX | Fidelity SAI International Value Index Fund· Fidelity Salem Street Trust | Non-compliant | 204 | 87% |
| FIWDX | Fidelity Advisor Strategic Income Fund· Fidelity Advisor Series II | Non-compliant | 910 | 39% |
| FIWGX | Strategic Advisers Fidelity Core Income Fund· Fidelity Rutland Square Trust II | Non-compliant | 7,573 | 38% |
| FIXD | First Trust Smith Opportunistic Fixed Income ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 489 | 75% |
| FIXIX | Fidelity International Small Cap Fund· Fidelity Investment Trust | Non-compliant | 174 | 76% |
| FIYY | GraniteShares YieldBOOST 20Y+ Treasuries ETF· GraniteShares ETF Trust | Non-compliant | 3 | 99% |
| FIZRX | Nomura Opportunity Fund· Delaware Group Equity Funds IV | Non-compliant | 97 | 89% |
| FJACX | Fidelity Series Small Cap Discovery Fund· Fidelity Concord Street Trust | Non-compliant | 165 | 74% |
| FJAN | FT Vest U.S. Equity Buffer ETF - January· First Trust Exchange-Traded Fund VIII | Non-compliant | 17 | 99% |
| FJP | First Trust Japan AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 102 | 88% |
| FJPCX | Fidelity Japan Fund· Fidelity Investment Trust | Non-compliant | 93 | 85% |
| FJPIX | Fidelity Japan Fund· Fidelity Investment Trust | Non-compliant | 93 | 85% |
| FJPNX | Fidelity Japan Fund· Fidelity Investment Trust | Non-compliant | 93 | 85% |
| FJPTX | Fidelity Japan Fund· Fidelity Investment Trust | Non-compliant | 93 | 85% |
| FJRLX | Fidelity Advisor Limited Term Bond Fund· Fidelity Advisor Series II | Non-compliant | 1,119 | 50% |
| FJSCX | Fidelity Japan Smaller Companies Fund· Fidelity Investment Trust | Non-compliant | 90 | 82% |
| FJSIX | Nuveen Credit Income Fund· Nuveen Investment Funds, Inc. | Non-compliant | 600 | 16% |
| FJSYX | Nuveen Credit Income Fund· Nuveen Investment Funds, Inc. | Non-compliant | 600 | 16% |
| FJTDX | Fidelity Flex Conservative Income Bond Fund· Fidelity Salem Street Trust | Non-compliant | 356 | 44% |
| FKACX | Franklin Growth Opportunities Fund· Franklin Strategic Series | Non-compliant | 92 | 89% |
| FKAIX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 74% |
| FKALX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 74% |
| FKARX | Franklin Growth Opportunities Fund· Franklin Strategic Series | Non-compliant | 92 | 89% |
| FKASX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 74% |
| FKBAX | Franklin Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 3,013 | 61% |
| FKCSX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 75% |
| FKEMX | Fidelity Emerging Markets Fund· Fidelity Investment Trust | Non-compliant | 94 | 80% |
| FKFSX | Franklin U.S. Government Securities Fund· Franklin Custodian Funds | Non-compliant | 561 | 97% |
| FKGRX | Franklin Growth Fund· Franklin Custodian Funds | Non-compliant | 85 | 93% |
| FKICX | Fidelity Small Cap Stock K6 Fund· Fidelity Concord Street Trust | Non-compliant | 152 | 67% |
| FKIDX | Fidelity Diversified International K6 Fund· Fidelity Investment Trust | Non-compliant | 152 | 87% |
| FKINX | Franklin Income Fund· Franklin Custodian Funds | Non-compliant | 556 | 55% |
| FKIQX | Franklin Income Fund· Franklin Custodian Funds | Non-compliant | 556 | 55% |
| FKKSX | Federated Hermes Kaufmann Small Cap Fund· Federated Hermes Equity Funds | Non-compliant | 149 | 74% |
| FKMCX | Fidelity Mid-Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 179 | 81% |
| FKSAX | Franklin Core Plus Bond Fund· Franklin Strategic Series | Non-compliant | 3,134 | 56% |
| FKSRX | Franklin Core Plus Bond Fund· Franklin Strategic Series | Non-compliant | 3,134 | 56% |
| FKU | First Trust United Kingdom AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 76 | 99% |
| FKUQX | Franklin Utilities Fund· Franklin Custodian Funds | Non-compliant | 43 | 98% |
| FKUSX | Franklin U.S. Government Securities Fund· Franklin Custodian Funds | Non-compliant | 561 | 97% |
| FKUTX | Franklin Utilities Fund· Franklin Custodian Funds | Non-compliant | 43 | 98% |
| FLAFX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLAG | Global X S&P 500 U.S. Market Leaders Top 50 ETF· GLOBAL X FUNDS | Non-compliant | 50 | 98% |
| FLAHX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLAJX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLAPX | Fidelity Flex Mid Cap Index Fund· Fidelity Salem Street Trust | Non-compliant | 506 | 80% |
| FLARX | Victory Pioneer Floating Rate Fund· Victory Portfolios IV | Non-compliant | 232 | 12% |
| FLAU | Franklin FTSE Australia ETF· Franklin Templeton ETF Trust | Non-compliant | 108 | 92% |
| FLAX | Franklin FTSE Asia ex Japan ETF· Franklin Templeton ETF Trust | Non-compliant | 1,616 | 91% |
| FLAZX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLBDX | Tactical Income Fund· Meeder Funds | Non-compliant | 9 | 5% |
| FLBR | Franklin FTSE Brazil ETF· Franklin Templeton ETF Trust | Non-compliant | 68 | 76% |
| FLC | Flaherty & Crumrine Total Return Fund Incorporated· Flaherty & Crumrine Total Return Fund Inc | Non-compliant | 262 | 71% |
| FLCA | Franklin FTSE Canada ETF· Franklin Templeton ETF Trust | Non-compliant | 87 | 98% |
| FLCB | Franklin U.S. Core Bond ETF· Franklin Templeton ETF Trust | Non-compliant | 599 | 71% |
| FLCC | Federated Hermes MDT Large Cap Core ETF· Federated Hermes ETF Trust | Non-compliant | 154 | 97% |
| FLCCX | Fidelity Advisor Large Cap Fund· Fidelity Advisor Series I | Non-compliant | 168 | 90% |
| FLCG | Federated Hermes MDT Large Cap Growth ETF· Federated Hermes ETF Trust | Non-compliant | 101 | 99% |
| FLCGX | Sector Rotation Fund· Meeder Funds | Non-compliant | 646 | 60% |
| FLCH | Franklin FTSE China ETF· Franklin Templeton ETF Trust | Non-compliant | 1,048 | 87% |
| FLCKX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
| FLCNX | Fidelity Contrafund K6· Fidelity Contrafund | Non-compliant | 436 | 82% |
| FLCO | Franklin Investment Grade Corporate ETF· Franklin Templeton ETF Trust | Non-compliant | 227 | 59% |
| FLCOX | Fidelity Large Cap Value Index Fund· Fidelity Salem Street Trust | Non-compliant | 874 | 89% |
| FLCPX | Fidelity SAI U.S. Large Cap Index Fund· Fidelity Salem Street Trust | Non-compliant | 507 | 94% |
| FLCSX | Fidelity Large Cap Stock Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 93% |
| FLCV | Federated Hermes MDT Large Cap Value ETF· Federated Hermes ETF Trust | Non-compliant | 129 | 94% |
| FLDAX | Franklin Low Duration Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,774 | 44% |
| FLDB | Fidelity Low Duration Bond ETF· Fidelity Merrimack Street Trust | Non-compliant | 398 | 57% |
| FLDBX | Franklin Long Duration Credit Fund· Franklin Investors Securities Trust | Non-compliant | 347 | 55% |
| FLDCX | Franklin Low Duration Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,774 | 44% |
| FLDFX | Balanced Fund· Meeder Funds | Non-compliant | 219 | 51% |
| FLDGX | Dynamic Allocation Fund· Meeder Funds | Non-compliant | 221 | 58% |
| FLDOX | Moderate Allocation Fund· Meeder Funds | Non-compliant | 216 | 38% |
| FLDR | Fidelity Low Duration Bond Factor ETF· Fidelity Merrimack Street Trust | Non-compliant | 354 | 54% |
| FLDZ | RiverNorth Patriot ETF· Elevation Series Trust | Non-compliant | 317 | 83% |
| FLDZX | Franklin Low Duration Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,893 | 46% |
| FLEE | Franklin FTSE Europe ETF· Franklin Templeton ETF Trust | Non-compliant | 501 | 90% |
| FLEJX | Fidelity Leveraged Company Stock Fund· Fidelity Securities Fund | Non-compliant | 69 | 93% |
30,249 funds · page 55 of 303