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Fidelity vlu factor etf shares owned by Spectrum Investment Advisors

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

Historical chart of Spectrum Investment Advisors investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Spectrum Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $857k 14k 61.52
2024-09-30 $810k 13k 60.60
2024-06-30 $736k 13k 57.58
2024-03-31 $723k 13k 57.05
2023-12-31 $638k 12k 53.00

More positions owned by Spectrum Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Fidelity Covington Trust Enhanced Large (FELG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)

View all positions for Spectrum Investment Advisors

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