30,325 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 |
|---|---|---|---|---|
| FNARX | Fidelity Natural Resources Fund· Fidelity Select Portfolios | Non-compliant | 48 | 83% |
| FNBCX | Fidelity Advisor Limited Term Bond Fund· Fidelity Advisor Series II | Non-compliant | 1,119 | 50% |
| FNBGX | Fidelity Long-Term Treasury Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 93 | 99% |
| FNCFX | Franklin Income Fund· Franklin Custodian Funds | Non-compliant | 556 | 55% |
| FNCL | Fidelity MSCI Financials Index ETF· FIDELITY COVINGTON TRUST | Non-compliant | 386 | 95% |
| FNCMX | Fidelity Nasdaq Composite Index Fund· Fidelity Concord Street Trust | Non-compliant | 2,983 | 94% |
| FNCRX | Franklin Natural Resources Fund· Franklin Strategic Series | Non-compliant | 106 | 90% |
| FNCSX | Franklin Natural Resources Fund· Franklin Strategic Series | Non-compliant | 106 | 90% |
| FNDA | Schwab Fundamental U.S. Small Company ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 933 | 84% |
| FNDB | Schwab Fundamental U.S. Broad Market ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 1,642 | 95% |
| FNDC | Schwab Fundamental International Small Equity ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 1,583 | 85% |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 373 | 94% |
| FNDF | Schwab Fundamental International Equity ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 893 | 95% |
| FNDMX | Fidelity Series Sustainable Non-U.S. Developed Markets Fund· Fidelity Investment Trust | Non-compliant | 399 | 86% |
| FNDSX | Fidelity Sustainability Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 3,506 | 79% |
| FNDX | Schwab Fundamental U.S. Large Company ETF· SCHWAB STRATEGIC TRUST | Non-compliant | 736 | 96% |
| FNEEX | New Economy Fund | Non-compliant | 176 | 89% |
| FNEFX | New Economy Fund | Non-compliant | 176 | 89% |
| FNFPX | New Perspective Fund | Non-compliant | 295 | 95% |
| FNFWX | New World Fund Inc | Non-compliant | 637 | 85% |
| FNGAX | Franklin International Growth Fund· Franklin Global Trust | Non-compliant | 37 | 86% |
| FNGDX | Franklin International Growth Fund· Franklin Global Trust | Non-compliant | 37 | 86% |
| FNGRX | Franklin International Growth Fund· Franklin Global Trust | Non-compliant | 37 | 86% |
| FNGZX | Franklin International Growth Fund· Franklin Global Trust | Non-compliant | 37 | 86% |
| FNIAX | Fidelity Advisor New Insights Fund· Fidelity Contrafund | Non-compliant | 459 | 78% |
| FNICX | Fidelity Advisor New Insights Fund· Fidelity Contrafund | Non-compliant | 459 | 78% |
| FNIDX | Fidelity International Sustainability Index Fund· Fidelity Salem Street Trust | Non-compliant | 849 | 88% |
| FNILX | Fidelity ZERO Large Cap Index Fund· Fidelity Concord Street Trust | Non-compliant | 509 | 94% |
| FNITX | Fidelity Advisor New Insights Fund· Fidelity Contrafund | Non-compliant | 459 | 78% |
| FNK | First Trust Mid Cap Value AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 227 | 83% |
| FNKCX | Frank Value Fund· FRANK FUNDS | Non-compliant | 26 | 82% |
| FNKFX | Fidelity Mid-Cap Stock K6 Fund· Fidelity Concord Street Trust | Non-compliant | 178 | 83% |
| FNKIX | Frank Value Fund· FRANK FUNDS | Non-compliant | 26 | 82% |
| FNKLX | Fidelity Series Value Discovery Fund· Fidelity Devonshire Trust | Non-compliant | 124 | 90% |
| FNMIX | Fidelity New Markets Income Fund· Fidelity Summer Street Trust | Non-compliant | 524 | 8% |
| FNNEX | New Economy Fund | Non-compliant | 176 | 89% |
| FNORX | Fidelity Nordic Fund· Fidelity Investment Trust | Non-compliant | 71 | 84% |
| FNOV | FT Vest U.S. Equity Buffer ETF - November· First Trust Exchange-Traded Fund VIII | Non-compliant | 21 | 99% |
| FNPFX | New Perspective Fund | Non-compliant | 295 | 95% |
| FNPIX | FINANCIALS ULTRASECTOR PROFUND· ProFunds | Non-compliant | 85 | 61% |
| FNPSX | FINANCIALS ULTRASECTOR PROFUND· ProFunds | Non-compliant | 85 | 61% |
| FNRAX | Franklin Natural Resources Fund· Franklin Strategic Series | Non-compliant | 106 | 90% |
| FNRCX | Fidelity Advisor Energy Fund· Fidelity Advisor Series VII | Non-compliant | 35 | 86% |
| FNSOX | Fidelity Short-Term Bond Index Fund· Fidelity Salem Street Trust | Non-compliant | 1,564 | 88% |
| FNSTX | Fidelity Infrastructure Fund· Fidelity Investment Trust | Non-compliant | 53 | 89% |
| FNWFX | New World Fund Inc | Non-compliant | 637 | 86% |
| FNX | First Trust Mid Cap Core AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 452 | 84% |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund | Non-compliant | 227 | 84% |
| FOBAX | TRIBUTARY BALANCED FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 183 | 85% |
| FOBPX | TRIBUTARY BALANCED FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 183 | 85% |
| FOCIX | The Fairholme Focused Income Fund· Fairholme Funds Inc | Non-compliant | 16 | 63% |
| FOCSX | Fidelity Small Cap Growth K6 Fund· Fidelity Securities Fund | Non-compliant | 368 | 68% |
| FOCT | FT Vest U.S. Equity Buffer ETF - October· First Trust Exchange-Traded Fund VIII | Non-compliant | 21 | 99% |
| FOINX | TRIBUTARY INCOME FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 208 | 77% |
| FOIPX | TRIBUTARY INCOME FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 208 | 77% |
| FOPAX | Fidelity International Small Cap Opportunities Fund· Fidelity Investment Trust | Non-compliant | 165 | 71% |
| FOPCX | Fidelity International Small Cap Opportunities Fund· Fidelity Investment Trust | Non-compliant | 165 | 71% |
| FOPIX | Fidelity International Small Cap Opportunities Fund· Fidelity Investment Trust | Non-compliant | 165 | 71% |
| FOPPX | Franklin Growth Opportunities Fund· Franklin Strategic Series | Non-compliant | 92 | 89% |
| FOPTX | Fidelity International Small Cap Opportunities Fund· Fidelity Investment Trust | Non-compliant | 165 | 71% |
| FORH | Formidable ETF· ETF Opportunities Trust | Non-compliant | 66 | 82% |
| FORKX | Abraham Fortress Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 250 | 97% |
| FORRX | Abraham Fortress Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 250 | 97% |
| FORTX | Abraham Fortress Fund· INVESTMENT MANAGERS SERIES TRUST II | Non-compliant | 250 | 97% |
| FOSBX | TRIBUTARY SMALL COMPANY FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 64 | 85% |
| FOSCX | TRIBUTARY SMALL COMPANY FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 64 | 85% |
| FOSFX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FOSIX | TRIBUTARY SHORT-INTERMEDIATE BOND FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 220 | 43% |
| FOSKX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FOSPX | TRIBUTARY SHORT-INTERMEDIATE BOND FUND· TRIBUTARY CAPITAL MANAGEMENT, LLC | Non-compliant | 220 | 43% |
| FOVAX | First Trust/Confluence Small Cap Value Fund· First Trust Series Fund | Non-compliant | 32 | 84% |
| FOVBX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FOVCX | First Trust/Confluence Small Cap Value Fund· First Trust Series Fund | Non-compliant | 32 | 87% |
| FOVDX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FOVHX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FOVIX | First Trust/Confluence Small Cap Value Fund· First Trust Series Fund | Non-compliant | 32 | 84% |
| FOVMX | Fidelity Overseas Fund· Fidelity Investment Trust | Non-compliant | 74 | 85% |
| FOWF | Pacer Solactive Whitney Future of Warfare ETF· Pacer Funds Trust | Non-compliant | 92 | 96% |
| FPA | First Trust Asia Pacific ex-Japan AlphaDEX Fund· First Trust Exchange-Traded AlphaDEX Fund II | Non-compliant | 101 | 86% |
| FPACX | FPA Crescent Fund· Investment Managers Series Trust III | Non-compliant | 156 | 71% |
| FPADX | Fidelity Emerging Markets Index Fund· Fidelity Salem Street Trust | Non-compliant | 1,246 | 82% |
| FPAG | FPA Global Equity ETF· Investment Managers Series Trust III | Non-compliant | 66 | 93% |
| FPAS | FPA Short Duration Government ETF· Investment Managers Series Trust III | Non-compliant | 2 | 100% |
| FPBFX | Fidelity Pacific Basin Fund· Fidelity Investment Trust | Non-compliant | 101 | 85% |
| FPCGX | FORT PITT CAPITAL TOTAL RETURN FUND· Exchange Place Advisors Trust | Non-compliant | 28 | 99% |
| FPCSX | FPA Crescent Fund· Investment Managers Series Trust III | Non-compliant | 156 | 71% |
| FPE | First Trust Preferred Securities and Income ETF· First Trust Exchange-Traded Fund III | Non-compliant | 259 | 74% |
| FPEAX | First Trust Preferred Securities and Income Fund· First Trust Series Fund | Non-compliant | 223 | 74% |
| FPECX | First Trust Preferred Securities and Income Fund· First Trust Series Fund | Non-compliant | 223 | 74% |
| FPEFX | First Trust Preferred Securities and Income Fund· First Trust Series Fund | Non-compliant | 223 | 74% |
| FPEI | First Trust Institutional Preferred Securities and Income ETF· First Trust Exchange-Traded Fund III | Non-compliant | 174 | 81% |
| FPEIX | First Trust Preferred Securities and Income Fund· First Trust Series Fund | Non-compliant | 223 | 74% |
| FPERX | First Trust Preferred Securities and Income Fund· First Trust Series Fund | Non-compliant | 223 | 74% |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | Non-compliant | 239 | 74% |
| FPFD | Fidelity Preferred Securities and Income ETF· Fidelity Covington Trust | Non-compliant | 333 | 71% |
| FPFIX | FPA Flexible Fixed Income Fund· Investment Managers Series Trust III | Non-compliant | 392 | 66% |
| FPFRX | FPA Crescent Fund· Investment Managers Series Trust III | Non-compliant | 156 | 71% |
| FPHAX | Select Pharmaceuticals Portfolio· Fidelity Select Portfolios | Non-compliant | 57 | 93% |
| FPIOX | Strategic Advisers Income Opportunities Fund· Fidelity Rutland Square Trust II | Non-compliant | 1,420 | 13% |
| FPJAX | Fidelity Japan Fund· Fidelity Investment Trust | Non-compliant | 93 | 85% |
30,325 funds · page 57 of 304