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Fidelity core divid etf shares owned by TruWealth Advisors

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

Historical chart of TruWealth 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 TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 12k 50.65
2024-06-30 $442k 9.4k 46.78
2024-03-31 $265k 5.9k 45.31

More positions owned by TruWealth Advisors

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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)

View all positions for TruWealth 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
McIlrath & Eck
Cetera Investment Advisers
Hanson McClain Advisors
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Integrated Wealth Concepts

View all funds holding Fidelity core divid etf