Fidelity vlu factor etf shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 34k | 57.05 |
| 2023-12-31 | $2.3M | 44k | 53.00 |
| 2023-09-30 | $2.7M | 57k | 47.85 |
| 2023-06-30 | $2.9M | 59k | 49.10 |
| 2023-03-31 | $3.4M | 73k | 45.76 |
| 2022-12-31 | $3.6M | 82k | 43.85 |
| 2022-09-30 | $3.3M | 83k | 40.01 |
| 2022-06-30 | $3.3M | 77k | 43.02 |
| 2022-03-31 | $3.6M | 70k | 50.83 |
| 2021-12-31 | $3.7M | 70k | 52.13 |
| 2021-09-30 | $2.9M | 60k | 47.65 |
| 2021-06-30 | $3.0M | 63k | 48.05 |
| 2021-03-31 | $3.6M | 81k | 44.80 |
| 2020-12-31 | $6.7M | 167k | 40.16 |
| 2020-09-30 | $5.8M | 164k | 35.62 |
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