Milestone Investment Advisors »

Fidelity core divid etf shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment 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 Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity core divid etf by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 226k 46.78
2024-03-31 $2.9M 64k 45.31

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Milestone Investment Advisors

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Morgan Stanley
Advisor Group Holdings
Bank of America Corporation
Envestnet Asset Management
Kestra Advisory Services
LPL Financial
Wells Fargo & Company
Childress Capital Advisors
Cetera Investment Advisers
Hanson McClain Advisors
McIlrath & Eck
Integrated Wealth Concepts
Mascoma Wealth Management
Jane Street

View all funds holding Fidelity core divid etf