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Fidelity core divid etf shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo 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 Cyndeo 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $825k 15k 55.71
2025-06-30 $738k 14k 52.02
2025-03-31 $614k 12k 49.60

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo 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