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Fidelity core divid etf shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 4.8k 55.71
2025-06-30 $252k 4.8k 52.02
2025-03-31 $240k 4.8k 49.60
2024-12-31 $204k 4.1k 49.94
2024-09-30 $225k 4.4k 50.65

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Wise Origin Bitcoin SHS (FBTC)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

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