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Fidelity core divid etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 22k 45.31
2023-12-31 $1.1M 25k 42.28

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Wells Fargo & Company
Childress Capital Advisors
Kestra Advisory Services
McIlrath & Eck
Jpmorgan Chase & Co
Jane Street
Mascoma Wealth Management
Lakeridge Wealth Management
Cambridge Investment Research Advisors
Arden Trust
Raymond James Financial Services Advisors
Lincoln National

View all funds holding Fidelity core divid etf