Fidelity divid etf risi shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity divid etf risi
Tip: Access up to 7 years of quarterly data
All positions including Fidelity divid etf risi held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity divid etf risi by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $19M | 349k | 54.23 |
| 2025-03-31 | $19M | 377k | 49.95 |
| 2024-12-31 | $20M | 393k | 51.38 |
| 2024-09-30 | $21M | 416k | 51.50 |
| 2024-06-30 | $20M | 415k | 48.25 |
| 2024-03-31 | $19M | 400k | 46.55 |
| 2023-12-31 | $17M | 383k | 43.91 |
| 2023-09-30 | $14M | 342k | 39.77 |
| 2023-06-30 | $2.1B | 429k | 4873.26 |