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Fidelity vlu factor etf shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-12-31 $293k 4.8k 61.53
2024-09-30 $276k 4.6k 60.60
2024-06-30 $214k 3.7k 57.58
2024-03-31 $212k 3.7k 57.06

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Core MF Closed and MF Open (IVV)
Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)
Ishares Msci MF Closed and MF Open (QUAL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Aptus Defined Risk MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPLG)
Dimensional Us MF Closed and MF Open (DFAC)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Fidelity vlu factor etf

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

View all funds holding Fidelity vlu factor etf