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Fidelity core divid etf shares owned by Defined Wealth Management

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

Historical chart of Defined Wealth Management investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity core divid etf by Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.2M 53k 60.29

More positions owned by Defined Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Global Tech Etf (IXN)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Defined Wealth Management

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
Kestra Advisory Services
Advisor Group Holdings
Sagespring Wealth Partners
Independent Advisor Alliance
Northwestern Mutual Wealth Management Company

View all funds holding Fidelity core divid etf