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Fidelity vlu factor etf shares owned by Truadvice

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

Historical chart of Truadvice investment in Fidelity vlu factor etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity vlu factor etf by Truadvice

Quarter filed Position value Share count Share price at filing
2023-09-30 $232k 4.8k 48.59
2023-06-30 $1.4M 29k 49.87
2023-03-31 $628k 14k 46.51

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Top funds holding Fidelity vlu factor etf

Dynasty Wealth Management
Envestnet Asset Management
Jpmorgan Chase & Co
Commonwealth Equity Services
Goodwin Investment Advisory
Thrivent Financial for Lutherans
High Probability Advisors
Custos Family Office
Advisor Group Holdings
Colony
Dynamic Advisors Solutions
Personal Resources Investment & Strategic Management
Royal Bank of Canada
Halpern Financial
LPL Financial

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