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Fidelity vlu factor etf shares owned by Principal Securities

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Principal Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $572k 10k 57.05
2023-12-31 $575k 11k 53.00

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Top funds holding Fidelity vlu factor etf

Envestnet Asset Management
FMR
Jpmorgan Chase & Co
Goodwin Investment Advisory
Commonwealth Equity Services
Thrivent Financial for Lutherans
Personal Resources Investment & Strategic Management
Advisor Group Holdings
Custos Family Office
Royal Bank of Canada
Bank of America Corporation
Dynamic Advisors Solutions
Halpern Financial
Kestra Advisory Services
Creative Planning

View all funds holding Fidelity vlu factor etf