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Fidelity divid etf risi shares owned by CWM

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

Historical chart of CWM investment in Fidelity divid etf risi

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity divid etf risi by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $161k 3.5k 46.50
2023-12-31 $56k 1.3k 43.96
2023-09-30 $50k 1.3k 39.43
2023-06-30 $53k 1.3k 42.06
2023-03-31 $17k 410 41.46

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Fidelity divid etf risi

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Private Advisor
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Cambridge Investment Research Advisors
Geneva Partners
Beck Bode
Atria Wealth Solutions
Citadel Advisors
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Lido Advisors

View all funds holding Fidelity divid etf risi