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Fidelity core divid etf shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling Wealth 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 Marshall & Sterling Wealth 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 Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8M 105k 55.24

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

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

View all funds holding Fidelity core divid etf