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Fidelity divid etf risi shares owned by Assetmark

Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Fidelity divid etf risi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity divid etf risi held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity divid etf risi by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 314 61.02
2025-09-30 $18k 314 58.63
2025-06-30 $17k 315 54.14
2025-03-31 $13k 267 50.01
2024-06-30 $483 10 48.30

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Top funds holding Fidelity divid etf risi

Ameritas Advisory Services
LPL Financial
EP Wealth Advisors
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Charter Capital Management
Advisor Group Holdings
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Geneva Partners
Goss Wealth Management
Cambridge Investment Research Advisors
Envestnet Asset Management
UBS Group
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