Foundations Investment Advisors »

Fidelity vlu factor etf shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity vlu factor etf by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 16k 68.87
2025-06-30 $962k 15k 63.87
2025-03-31 $788k 13k 59.59
2024-12-31 $210k 3.4k 61.52

More positions owned by Foundations Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Two Rds Shared Tr Anfield Us Equ (AESR)

View all positions for Foundations Investment Advisors

Top funds holding Fidelity vlu factor etf

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

View all funds holding Fidelity vlu factor etf