30,302 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 |
|---|---|---|---|---|
| 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% |
| 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 | 77% |
| FEBBX | Fidelity Environmental Bond Fund· Fidelity Income Fund | Non-compliant | 209 | 64% |
| FEBCX | First Eagle Global Balanced Fund· First Eagle Funds | Non-compliant | 271 | 77% |
| 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 Balanced Fund· First Eagle Funds | Non-compliant | 271 | 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% |
| FECCX | First Eagle Small Cap Opportunity Fund· First Eagle Funds | Non-compliant | 249 | 77% |
| FECGX | Fidelity Small Cap Growth Index Fund· Fidelity Salem Street Trust | Non-compliant | 1,119 | 73% |
| FECMX | Fidelity Emerging Markets Fund· Fidelity Investment Trust | Non-compliant | 94 | 80% |
| FEDAX | Fidelity Emerging Markets Discovery Fund· Fidelity Investment Trust | Non-compliant | 109 | 55% |
| FEDCX | Fidelity Series Emerging Markets Debt Fund· Fidelity Hastings Street Trust | Non-compliant | 569 | 9% |
| FEDDX | Fidelity Emerging Markets Discovery Fund· Fidelity Investment Trust | Non-compliant | 109 | 55% |
| FEDGX | Fidelity Emerging Markets Discovery Fund· Fidelity Investment Trust | Non-compliant | 109 | 55% |
| FEDIX | Fidelity Emerging Markets Discovery Fund· Fidelity Investment Trust | Non-compliant | 109 | 55% |
| FEDM | FlexShares ESG & Climate Developed Markets ex-US Core Index Fund· FlexShares Trust | Non-compliant | 254 | 98% |
| FEDMX | Fidelity Emerging Markets Fund· Fidelity Investment Trust | Non-compliant | 94 | 80% |
| FEDTX | Fidelity Emerging Markets Discovery Fund· Fidelity Investment Trust | Non-compliant | 109 | 55% |
| FEEFX | American Funds Fundamental Investors | Non-compliant | 243 | 95% |
| FEFAX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| FEFRX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| FEFTX | First Eagle Rising Dividend Fund· First Eagle Funds | Non-compliant | 41 | 95% |
| FEGE | First Eagle Global Equity ETF· RBB Fund Trust | Non-compliant | 95 | 82% |
| FEGKX | Fidelity Equity Growth K6 Fund· Fidelity Mt. Vernon Street Trust | Non-compliant | 143 | 93% |
| FEGRX | First Eagle Global Fund· First Eagle Funds | Non-compliant | 226 | 81% |
| FEGTX | First Eagle Global Fund· First Eagle Funds | Non-compliant | 226 | 81% |
| FEIFX | Franklin Equity Income Fund· Franklin Investors Securities Trust | Non-compliant | 92 | 88% |
| FEIG | FlexShares ESG & Climate Investment Grade Corporate Core Index Fund· FlexShares Trust | Non-compliant | 745 | 75% |
| FEIKX | Fidelity Equity-Income Fund· Fidelity Devonshire Trust | Non-compliant | 116 | 92% |
| FEIQX | Franklin Equity Income Fund· Franklin Investors Securities Trust | Non-compliant | 92 | 88% |
| FEITX | First Eagle Global Balanced Fund· First Eagle Funds | Non-compliant | 271 | 77% |
| FEKFX | Fidelity Equity-Income K6 Fund· Fidelity Devonshire Trust | Non-compliant | 115 | 92% |
| FELC | Fidelity Enhanced Large Cap Core ETF· Fidelity Covington Trust | Non-compliant | 257 | 91% |
| FELG | Fidelity Enhanced Large Cap Growth ETF· Fidelity Covington Trust | Non-compliant | 150 | 94% |
| FELV | Fidelity Enhanced Large Cap Value ETF· Fidelity Covington Trust | Non-compliant | 357 | 88% |
| FEM | First Trust Emerging Markets AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 159 | 71% |
| FEMBX | Templeton Sustainable Emerging Markets Bond Fund· Templeton Income Trust | Non-compliant | 82 | 9% |
| FEMD | First Eagle Mid Cap Equity ETF· First Eagle ETF Trust | Non-compliant | 70 | 90% |
| FEMG | Fidelity Enhanced Mid Cap Growth ETF· Fidelity Covington Trust | Non-compliant | 151 | 93% |
| FEMGX | Templeton Sustainable Emerging Markets Bond Fund· Templeton Income Trust | Non-compliant | 82 | 9% |
| FEMHX | Templeton Sustainable Emerging Markets Bond Fund· Templeton Income Trust | Non-compliant | 82 | 9% |
| FEMKX | Fidelity Emerging Markets Fund· Fidelity Investment Trust | Non-compliant | 94 | 80% |
| FEMLX | Fidelity Equity Market Neutral Fund· Fidelity Greenwood Street Trust | Non-compliant | 232 | 80% |
| FEMMX | Fidelity Emerging Markets Fund· Fidelity Investment Trust | Non-compliant | 94 | 80% |
| FEMNX | Fidelity Equity Market Neutral Fund· Fidelity Greenwood Street Trust | Non-compliant | 232 | 80% |
| FEMOX | Fidelity Equity Market Neutral Fund· Fidelity Greenwood Street Trust | Non-compliant | 232 | 80% |
| FEMQX | Fidelity Equity Market Neutral Fund· Fidelity Greenwood Street Trust | Non-compliant | 232 | 80% |
| FEMR | Fidelity Enhanced Emerging Markets ETF· Fidelity Covington Trust | Non-compliant | 144 | 82% |
| FEMRX | Templeton Sustainable Emerging Markets Bond Fund· Templeton Income Trust | Non-compliant | 82 | 9% |
| FEMS | First Trust Emerging Markets Small Cap AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 206 | 45% |
| FEMSX | Fidelity Series Emerging Markets Opportunities Fund· Fidelity Investment Trust | Non-compliant | 248 | 85% |
| FEMUX | Fidelity Equity Market Neutral Fund· Fidelity Greenwood Street Trust | Non-compliant | 232 | 80% |
| FEMV | Fidelity Enhanced Mid Cap Value ETF· Fidelity Covington Trust | Non-compliant | 217 | 82% |
| FEMVX | Fidelity SAI Emerging Markets Value Index Fund· Fidelity Salem Street Trust | Non-compliant | 218 | 89% |
| FEMWX | Fidelity Equity Market Neutral Fund· Fidelity Greenwood Street Trust | Non-compliant | 232 | 80% |
30,302 funds · page 49 of 304