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Fidelity vlu factor etf shares owned by BMS Financial Advisors

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

Historical chart of BMS 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 BMS 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 BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $353k 7.2k 49.10
2023-03-31 $1.7M 38k 45.76
2022-09-30 $2.4M 61k 40.01
2022-03-31 $1.2M 24k 50.84

More positions owned by BMS Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
First Tr Nas100 Eq Weighted SHS (QQEW)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Portfolio Short (SPSB)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Index Shs Fds Msci Emrg Mkts (QEMM)
Wisdomtree Tr Currncy Int Eq (DDWM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for BMS Financial Advisors

Top funds holding Fidelity vlu factor etf

Dynasty Wealth Management
Envestnet Asset Management
Jpmorgan Chase & Co
Commonwealth Equity Services
FMR
Goodwin Investment Advisory
Thrivent Financial for Lutherans
High Probability Advisors
Custos Family Office
Advisor Group Holdings
Colony
Dynamic Advisors Solutions
Royal Bank of Canada
Halpern Financial
LPL Financial

View all funds holding Fidelity vlu factor etf