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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
2024-03-31 $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)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Mbs Etf (MBB)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)

View all positions for Spectrum Investment Advisors

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

View all funds holding Fidelity vlu factor etf