FIRST FIDUCIARY INVESTMENT COUNSEL, INC.

HTTP://WWW.FIRSTFIDUCIARY.COM • CLEVELAND, OH • Investment Advisor How do I update this listing?

First Fiduciary Investment Counsel is based out of Cleveland. First Fiduciary Investment Counsel is a large advisory firm with 311 clients and discretionary assets under management (AUM) of $577,135,960 (Form ADV from 2020-06-30). Their last reported 13F filing for Q3 2020 included $480,898,000 in managed 13F securities and a top 10 holdings concentration of 47.64%. First Fiduciary Investment Counsel's largest holding is Lowes Companies, Inc. with shares held of 204,436. Whalewisdom has at least 82 13F filings

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09/30/2020

13F Activity

  • Market Value $480.898 Million
  • Prior Market Value $570.047 Million
  • New Purchases1 stock
  • Additional Purchases28 stocks
  • Sold out of4 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 47.64 %
  • Turnover % [1]:8.47%
  • Turnover Alt % [2]: 3.41 %
  • Time Held Top20:17.50 quarters
  • Time Held Top10:11.10 quarters
  • Time Held All:17.49 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 8.41%
Performance Last 4 Quarters: 4.34%
Performance Metrics
Stats are not available for the latest quarter
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

FIRST FIDUCIARY INVESTMENT COUNSEL INC
6100 OAK TREE BLVD. SUITE 185
CLEVELAND OH    44131
Country: United States
Business Phone: 216-643-9100
Fax: 216-643-9200
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 311
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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FIRST FIDUCIARY INVESTMENT COUNSEL INC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
ANDERSON, MARY, FRANCES PRESIDENT 01/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC PRESIDENT direct 2006-01-01
FIRST FIDUCIARY INVESTMENT COUNSEL INC VICE PRESIDENT, SECRETARY, TREASURER direct 1993-11-01 2005-04-07
FIRST FIDUCIARY INVESTMENT COUNSEL INC PRESIDENT, SECRETARY, TREASURER direct 1993-11-01 2013-11-07
HENRY, WILLIAM, STONE CHIEF OPERATING OFFICER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2008-06-01
FIRST FIDUCIARY INVESTMENT COUNSEL INC CHIEF OPERATING OFFICER direct 2012-06-01
Bures, Matthew, Allen CCO 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC CCO direct 2015-11-01

FIRST FIDUCIARY INVESTMENT COUNSEL INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

FIRST FIDUCIARY INVESTMENT COUNSEL INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
ANDERSON, MARY, FRANCES PRESIDENT 01/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC PRESIDENT direct 2006-01-01
FIRST FIDUCIARY INVESTMENT COUNSEL INC VICE PRESIDENT, SECRETARY, TREASURER direct 1993-11-01 2005-04-07
FIRST FIDUCIARY INVESTMENT COUNSEL INC PRESIDENT, SECRETARY, TREASURER direct 1993-11-01 2013-11-07
HENRY, WILLIAM, STONE CHIEF OPERATING OFFICER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2008-06-01
FIRST FIDUCIARY INVESTMENT COUNSEL INC CHIEF OPERATING OFFICER direct 2012-06-01
Bures, Matthew, Allen CCO 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC CCO direct 2015-11-01

FIRST FIDUCIARY INVESTMENT COUNSEL INC

ownership team - last updated 2017-02-24
Name Title Start Date Direct/Indirect % Ownership
ANDERSON, MARY, FRANCES PRESIDENT 01/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC PRESIDENT direct 2006-01-01
FIRST FIDUCIARY INVESTMENT COUNSEL INC VICE PRESIDENT, SECRETARY, TREASURER direct 1993-11-01 2005-04-07
FIRST FIDUCIARY INVESTMENT COUNSEL INC PRESIDENT, SECRETARY, TREASURER direct 1993-11-01 2013-11-07
HENRY, WILLIAM, STONE CHIEF OPERATING OFFICER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC MANAGING DIRECTOR direct 2008-06-01
FIRST FIDUCIARY INVESTMENT COUNSEL INC CHIEF OPERATING OFFICER direct 2012-06-01
Bures, Matthew, Allen CCO 11/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIRST FIDUCIARY INVESTMENT COUNSEL INC CCO direct 2015-11-01

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