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Fidelity core divid etf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth 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 Kingswood Wealth 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 5.0k 45.32
2023-12-31 $247k 5.9k 42.28

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Advisor Group Holdings
Bank of America Corporation
Childress Capital Advisors
Wells Fargo & Company
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