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Fidelity vlu factor etf shares owned by Forbes Financial Planning

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

Historical chart of Forbes Financial Planning investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Forbes Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 81k 57.05
2023-09-30 $2.8M 59k 47.85

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Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
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Fidelity Covington Trust Vlu Factor Etf (FVAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Forbes Financial Planning

Top funds holding Fidelity vlu factor etf

Goodwin Investment Advisory
Jpmorgan Chase & Co
Commonwealth Equity Services
Advisor Group Holdings
Personal Resources Investment & Strategic Management
Custos Family Office
Royal Bank of Canada
Bank of America Corporation
Dynamic Advisors Solutions
Halpern Financial
Kestra Advisory Services
Creative Planning
Condor Capital Management
Forbes Financial Planning
Cambridge Investment Research Advisors

View all funds holding Fidelity vlu factor etf