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Fidelity divid etf risi shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Fidelity divid etf risi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity divid etf risi by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $660k 11k 61.02
2025-09-30 $270k 4.6k 58.62
2021-03-31 $221k 5.5k 40.12
2017-06-30 $8.0k 300 26.67
2017-03-31 $36k 1.3k 27.69

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View all positions for Creative Planning

Top funds holding Fidelity divid etf risi

Ameritas Advisory Services
LPL Financial
EP Wealth Advisors
Commonwealth Equity Services
Private Advisor
Charter Capital Management
Advisor Group Holdings
CWM
Geneva Partners
Goss Wealth Management
Cambridge Investment Research Advisors
Envestnet Asset Management
UBS Group
FMR
Cetera Investment Advisers

View all funds holding Fidelity divid etf risi