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Fidelity vlu factor etf shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $313k 4.3k 72.27

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Top funds holding Fidelity vlu factor etf

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

View all funds holding Fidelity vlu factor etf