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Fidelity core divid etf shares owned by KWB Wealth

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

Historical chart of KWB Wealth investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity core divid etf by KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 107k 52.02
2025-06-30 $3.5M 70k 49.60

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

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