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Fidelity vlu factor etf shares owned by Sigma Planning

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

Historical chart of Sigma Planning investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 19k 57.05
2023-12-31 $453k 8.6k 53.00
2023-09-30 $709k 15k 47.85

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Top funds holding Fidelity vlu factor etf

Goodwin Investment Advisory
Jpmorgan Chase & Co
Commonwealth Equity Services
Advisor Group Holdings
Personal Resources Investment & Strategic Management
Custos Family Office
Royal Bank of Canada
Bank of America Corporation
Dynamic Advisors Solutions
Halpern Financial
Kestra Advisory Services
Creative Planning
Condor Capital Management
Forbes Financial Planning
Cambridge Investment Research Advisors

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