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Fidelity vlu factor etf shares owned by Ballast Financial Advisors

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Ballast Financial Advisors from 13F filings

Historical chart of Ballast Financial Advisors investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $646k 9.3k 69.40

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Fidelity vlu factor etf

Envestnet Asset Management
FMR
High Probability Advisors
Royal Bank of Canada
Dynamic Advisors Solutions
LPL Financial
MAI Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Merit Financial Group
Commonwealth Equity Services
Beacon Advisors Holdings
Bank of America Corporation
Kestra Advisory Services
Morgan Stanley

View all funds holding Fidelity vlu factor etf