Fidelity core divid etf shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Fidelity core divid etf
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Quarterly reported holdings in Fidelity core divid etf by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 200k | 55.71 |
| 2025-06-30 | $11M | 212k | 52.02 |
| 2025-03-31 | $10M | 211k | 49.60 |
| 2024-12-31 | $10M | 208k | 49.94 |
| 2024-09-30 | $11M | 206k | 50.65 |
| 2024-06-30 | $9.7M | 207k | 46.78 |
| 2024-03-31 | $8.9M | 198k | 45.31 |
| 2023-12-31 | $8.1M | 191k | 42.28 |
| 2023-09-30 | $6.3M | 163k | 38.59 |
| 2023-06-30 | $6.2M | 155k | 39.74 |
| 2023-03-31 | $5.6M | 147k | 38.08 |
| 2022-12-31 | $5.4M | 146k | 37.30 |
| 2022-09-30 | $6.7M | 204k | 33.02 |
| 2022-06-30 | $7.1M | 197k | 35.93 |
| 2022-03-31 | $7.2M | 174k | 41.63 |
| 2021-12-31 | $755k | 19k | 40.28 |
| 2021-03-31 | $16k | 442 | 36.20 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors