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Fidelity vlu factor etf shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-12-31 $449k 7.3k 61.52
2024-09-30 $441k 7.3k 60.60
2024-06-30 $352k 6.1k 57.58
2024-03-31 $286k 5.0k 57.05

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View all positions for Private Advisor

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