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Fidelity vlu factor etf shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Fidelity vlu factor etf

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

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Quarterly reported holdings in Fidelity vlu factor etf by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $899k 12k 75.14

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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

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