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Fidelity core divid etf shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion 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 Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 60k 55.22
2025-12-31 $2.8M 49k 56.70
2025-09-30 $2.2M 39k 55.70
2025-06-30 $1.1M 21k 52.50

More positions owned by Medallion Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
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NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Series Trust State Street Spd (SPTM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion 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