Fidelity divid etf risi shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Fidelity divid etf risi
Tip: Access up to 7 years of quarterly data
All positions including Fidelity divid etf risi held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity divid etf risi by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $23k | 379 | 61.02 |
| 2025-09-30 | $22k | 379 | 58.62 |
| 2025-06-30 | $21k | 379 | 54.23 |
| 2025-03-31 | $19k | 379 | 49.95 |
| 2024-12-31 | $20k | 379 | 51.38 |
| 2024-09-30 | $20k | 379 | 51.50 |
| 2024-06-30 | $18k | 379 | 48.25 |
| 2024-03-31 | $18k | 379 | 46.55 |
| 2023-12-31 | $17k | 379 | 43.91 |
| 2023-09-30 | $15k | 379 | 39.77 |
| 2023-06-30 | $16k | 379 | 41.74 |
| 2023-03-31 | $15k | 379 | 40.66 |