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Fidelity core divid etf shares owned by Axis Wealth Partners

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Axis Wealth Partners from 13F filings

Historical chart of Axis Wealth Partners investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Axis Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 68k 55.71
2025-06-30 $3.5M 67k 52.02
2025-03-31 $3.1M 62k 49.60
2024-12-31 $3.0M 61k 49.94

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Axis Wealth Partners

Top funds holding Fidelity core divid etf

LPL Financial
Commonwealth Equity Services
Retirement Planning Group
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Wells Fargo & Company
Advisor Group Holdings
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
McIlrath & Eck
Childress Capital Advisors
Dynasty Wealth Management

View all funds holding Fidelity core divid etf