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Fidelity divid etf risi shares owned by Charter Capital Management

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

Historical chart of Charter Capital Management investment in Fidelity divid etf risi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity divid etf risi by Charter Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 135k 58.62
2025-06-30 $7.2M 133k 54.23

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Ishares Tr Core S&p Mcp Etf (IJH)
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Us Bancorp Del Com New (USB)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Alphabet Cap Stk Cl A (GOOGL)
Uber Technologies (UBER)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Charter Capital Management

Top funds holding Fidelity divid etf risi

EP Wealth Advisors
LPL Financial
Commonwealth Equity Services
Private Advisor
Charter Capital Management
Advisor Group Holdings
Goss Wealth Management
Geneva Partners
Cambridge Investment Research Advisors
Morgan Stanley
CWM
UBS Group
FMR
Sugar Maple Asset Management
Cetera Investment Advisers

View all funds holding Fidelity divid etf risi