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Fidelity vlu factor etf shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners investment in Fidelity vlu factor etf

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

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Quarterly reported holdings in Fidelity vlu factor etf by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 3.4k 68.88
2025-06-30 $224k 3.5k 63.87

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
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Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

Top funds holding Fidelity vlu factor etf

FMR
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Merit Financial Group
LPL Financial
Royal Bank of Canada
MAI Wealth Advisors
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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