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Fidelity core divid etf shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity core divid etf by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $608k 11k 56.69

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Fidelity core divid etf

LPL Financial
Commonwealth Equity Services
Retirement Planning Group
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
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