Fidelity divid etf risi shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Fidelity divid etf risi
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Quarterly reported holdings in Fidelity divid etf risi by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 9.4k | 58.62 |
| 2025-06-30 | $509k | 9.4k | 54.23 |
| 2025-03-31 | $468k | 9.4k | 49.95 |
| 2024-12-31 | $481k | 9.4k | 51.38 |
| 2024-09-30 | $482k | 9.4k | 51.50 |
| 2024-06-30 | $475k | 9.9k | 48.25 |
| 2024-03-31 | $520k | 11k | 46.55 |
| 2023-09-30 | $391k | 9.8k | 39.77 |
| 2023-06-30 | $410k | 9.8k | 41.74 |
| 2023-03-31 | $399k | 9.8k | 40.69 |
| 2022-12-31 | $381k | 9.6k | 39.80 |
| 2022-09-30 | $339k | 9.6k | 35.43 |
| 2022-06-30 | $369k | 9.6k | 38.59 |
| 2022-03-31 | $425k | 9.6k | 44.49 |
| 2021-12-31 | $433k | 9.5k | 45.36 |
| 2021-09-30 | $395k | 9.5k | 41.40 |
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