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
2024-09-30 $13M 255k 50.65
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)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Milestone Investment Advisors

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
LPL Financial
Childress Capital Advisors
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Hanson McClain Advisors
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Integrated Wealth Concepts
Mml Investors Services

View all funds holding Fidelity core divid etf