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Fidelity core divid etf shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 42k 50.65
2024-06-30 $827k 18k 46.78
2024-03-31 $1.0M 22k 45.31
2023-12-31 $1.1M 25k 42.28

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Childress Capital Advisors
Wells Fargo & Company
Advisor Group Holdings
McIlrath & Eck
Cetera Investment Advisers
Hanson McClain Advisors
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Integrated Wealth Concepts

View all funds holding Fidelity core divid etf