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Fidelity vlu factor etf shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1k 44 69.41
2025-12-31 $69k 959 72.27
2025-09-30 $120k 1.7k 68.87
2025-06-30 $2.8k 44 63.86

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Top funds holding Fidelity vlu factor etf

Envestnet Asset Management
FMR
High Probability Advisors
Royal Bank of Canada
Dynamic Advisors Solutions
LPL Financial
MAI Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Merit Financial Group
Commonwealth Equity Services
Beacon Advisors Holdings
Bank of America Corporation
Kestra Advisory Services
Morgan Stanley

View all funds holding Fidelity vlu factor etf