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Fidelity core divid etf shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted 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 Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 207k 58.94

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Vanguard Wellington Us Multifactor (VFMF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Rooted Wealth Advisors

Top funds holding Fidelity core divid etf

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

View all funds holding Fidelity core divid etf