Gwn Securities »

Fidelity vlu factor etf shares owned by Gwn Securities

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Gwn Securities from 13F filings

Historical chart of Gwn Securities investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 7.7k 69.05
2025-06-30 $579k 9.1k 63.89
2025-03-31 $616k 10k 59.58
2024-12-31 $309k 5.0k 61.52

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

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