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Fidelity vlu factor etf shares owned by Ascent Group

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Ascent Group from 13F filings

Historical chart of Ascent Group investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Ascent Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Ascent Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 5.2k 68.87
2025-06-30 $331k 5.2k 63.87
2025-03-31 $302k 5.1k 59.59

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View all positions for Ascent Group

Top funds holding Fidelity vlu factor etf

FMR
Envestnet Asset Management
High Probability Advisors
Thrivent Financial for Lutherans
Merit Financial Group
LPL Financial
Royal Bank of Canada
MAI Wealth Advisors
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Jpmorgan Chase & Co
Kestra Advisory Services
Dynamic Advisors Solutions
Custos Family Office

View all funds holding Fidelity vlu factor etf