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Fidelity core divid etf shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 34k 55.24
2025-12-31 $2.0M 34k 56.69

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Fidelity core divid etf

LPL Financial
Commonwealth Equity Services
Morgan Stanley
Retirement Planning Group
Envestnet Asset Management
Bank of America Corporation
Raymond James Financial
Cetera Investment Advisers
Dynasty Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Sagespring Wealth Partners
Independent Advisor Alliance
Kestra Advisory Services
Northwestern Mutual Wealth Management Company

View all funds holding Fidelity core divid etf