30,303 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 |
|---|---|---|---|---|
| FCLZX | Fidelity Climate Action Fund· Fidelity Summer Street Trust | Non-compliant | 104 | 90% |
| FCMVX | Fidelity Mid Cap Value K6 Fund· Fidelity Devonshire Trust | Non-compliant | 185 | 90% |
| FCNAX | Fidelity Advisor Consumer Discretionary Fund· Fidelity Advisor Series VII | Non-compliant | 57 | 93% |
| FCNIX | Fidelity Advisor Consumer Discretionary Fund· Fidelity Advisor Series VII | Non-compliant | 57 | 93% |
| FCNKX | Fidelity Contrafund | Non-compliant | 441 | 80% |
| FCNQX | Fidelity Conservative Income Bond Fund· Fidelity Salem Street Trust | Non-compliant | 291 | 44% |
| FCNSX | Fidelity Series Canada Fund· Fidelity Investment Trust | Non-compliant | 67 | 80% |
| FCNTX | Fidelity Contrafund | Non-compliant | 441 | 80% |
| FCNVX | Fidelity Conservative Income Bond Fund· Fidelity Salem Street Trust | Non-compliant | 291 | 44% |
| FCNWX | Fidelity Conservative Income Bond Fund· Fidelity Salem Street Trust | Non-compliant | 291 | 44% |
| FCNYX | Fidelity Conservative Income Bond Fund· Fidelity Salem Street Trust | Non-compliant | 291 | 44% |
| FCOM | Fidelity MSCI Communication Services Index ETF· FIDELITY COVINGTON TRUST | Non-compliant | 90 | 93% |
| FCOR | Fidelity Corporate Bond ETF· Fidelity Merrimack Street Trust | Non-compliant | 571 | 55% |
| FCPAX | Fidelity Advisor International Capital Appreciation Fund· Fidelity Advisor Series VIII | Non-compliant | 63 | 86% |
| FCPCX | Fidelity Advisor International Capital Appreciation Fund· Fidelity Advisor Series VIII | Non-compliant | 63 | 86% |
| FCPGX | Fidelity Small Cap Growth Fund· Fidelity Securities Fund | Non-compliant | 365 | 69% |
| FCPI | Fidelity Stocks for Inflation ETF· Fidelity Covington Trust | Non-compliant | 102 | 85% |
| FCPIX | Fidelity Advisor International Capital Appreciation Fund· Fidelity Advisor Series VIII | Non-compliant | 63 | 86% |
| FCPVX | Fidelity Small Cap Value Fund· Fidelity Securities Fund | Non-compliant | 110 | 76% |
| FCSCX | Franklin Low Duration U.S. Government Securities Fund· Franklin Investors Securities Trust | Non-compliant | 1,186 | 95% |
| FCSDX | Fidelity Strategic Dividend and Income Fund· Fidelity Salem Street Trust | Non-compliant | 727 | 74% |
| FCSGX | Franklin Small Cap Growth Fund· Franklin Strategic Series | Non-compliant | 139 | 75% |
| FCSH | Federated Hermes Short Duration Corporate ETF· Federated Hermes ETF Trust | Non-compliant | 174 | 65% |
| FCSIX | Nuveen Credit Income Fund· Nuveen Investment Funds, Inc. | Non-compliant | 600 | 16% |
| FCSKX | Franklin Convertible Securities Fund· Franklin Investors Securities Trust | Non-compliant | 73 | 90% |
| FCSPX | Federated Hermes Corporate Bond Strategy Portfolio· Federated Hermes Managed Pool Series | Non-compliant | 455 | 59% |
| FCSRX | Fidelity Strategic Real Return Fund· Fidelity Salem Street Trust | Non-compliant | 474 | 39% |
| FCSSX | Fidelity Series Commodity Strategy Fund· Fidelity Oxford Street Trust | Non-compliant | 56 | 11% |
| FCSZX | Franklin Convertible Securities Fund· Franklin Investors Securities Trust | Non-compliant | 73 | 90% |
| FCTDX | Strategic Advisers Fidelity U.S. Total Stock Fund· Fidelity Rutland Square Trust II | Non-compliant | 1,989 | 51% |
| FCTE | SMI 3Fourteen Full-Cycle Trend ETF· ETF Opportunities Trust | Non-compliant | 20 | 100% |
| FCTGX | Fidelity Small Cap Growth Fund· Fidelity Securities Fund | Non-compliant | 365 | 69% |
| FCTLX | Franklin Total Return Fund· Franklin Investors Securities Trust | Non-compliant | 2,918 | 53% |
| FCTR | First Trust Lunt U.S. Factor Rotation ETF· First Trust Exchange-Traded Fund | Non-compliant | 166 | 99% |
| FCUCX | NYLIM PineStone U.S. Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 25 | 93% |
| FCUDX | NYLIM PineStone U.S. Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 25 | 93% |
| FCUEX | NYLIM PineStone U.S. Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 25 | 93% |
| FCUIX | NYLIM PineStone U.S. Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 25 | 93% |
| FCUPX | NYLIM PineStone U.S. Equity Fund· NYLIM FUNDS TRUST | Non-compliant | 25 | 93% |
| FCUS | Pinnacle Focused Opportunities ETF· Tidal Trust II | Non-compliant | 31 | 83% |
| FCVAX | Fidelity Small Cap Value Fund· Fidelity Securities Fund | Non-compliant | 110 | 76% |
| FCVCX | Fidelity Small Cap Value Fund· Fidelity Securities Fund | Non-compliant | 110 | 76% |
| 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 | 76% |
| 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 | 93% |
| 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 | 58% |
| FDBIX | Federated Hermes Corporate Bond Fund· Federated Hermes Investment Series Funds, Inc. | Non-compliant | 368 | 58% |
| FDBLX | Federated Hermes Corporate Bond Fund· Federated Hermes Investment Series Funds, Inc. | Non-compliant | 368 | 58% |
| 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 | 95% |
| 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 | 95% |
| 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 | 83% |
| 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 | 94% |
| 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 | 90% |
| 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 | 79% |
| FDMO | Fidelity Momentum Factor ETF· Fidelity Covington Trust | Non-compliant | 127 | 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% |
30,303 funds · page 48 of 304