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Fidelity divid etf risi shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Fidelity divid etf risi (FDRR) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks 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 Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 333 58.86
2025-06-30 $4.1k 72 56.78

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Fidelity divid etf risi

Ameritas Advisory Services
LPL Financial
EP Wealth Advisors
Bank of America Corporation
Private Advisor
Commonwealth Equity Services
Charter Capital Management
Advisor Group Holdings
Envestnet Asset Management
CWM
Cambridge Investment Research Advisors
Goss Wealth Management
Geneva Partners
Cetera Investment Advisers
Morgan Stanley

View all funds holding Fidelity divid etf risi