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Fidelity core divid etf shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 4.3k 55.71

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

Top funds holding Fidelity core divid etf

LPL Financial
Commonwealth Equity Services
Retirement Planning Group
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Wells Fargo & Company
Advisor Group Holdings
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
McIlrath & Eck
Childress Capital Advisors
Dynasty Wealth Management

View all funds holding Fidelity core divid etf