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Fidelity vlu factor etf shares owned by Sunrise Financial Services

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Sunrise Financial Services from 13F filings

Historical chart of Sunrise Financial Services investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $160k 2.3k 69.40

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding Fidelity vlu factor etf

Envestnet Asset Management
FMR
High Probability Advisors
LPL Financial
Dynamic Advisors Solutions
MAI Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Merit Financial Group
Commonwealth Equity Services
Beacon Advisors Holdings
Kestra Advisory Services
Custos Family Office
Vantage Financial Partners
Kestra Private Wealth Services

View all funds holding Fidelity vlu factor etf