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Fidelity vlu factor etf shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity vlu factor etf held by Kestra Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $231k 3.4k 68.87
2025-06-30 $223k 3.5k 63.87
2024-12-31 $149k 2.4k 61.53

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Core Msci Emkt (IEMG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Kestra Investment Management

Top funds holding Fidelity vlu factor etf

FMR
Envestnet Asset Management
High Probability Advisors
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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