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Fidelity vlu factor etf shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Fidelity vlu factor etf

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 292M2.5M3M35k40k45k50k
Value ($)Share countHistorical FVAL position of Unique Wealth Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Fidelity vlu factor etf by Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.3M 53k 61.52
2024-09-30 $2.0M 33k 60.60

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Tcw Etf Trust Transform System (PWRD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Unique Wealth

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
MAI Wealth Advisors
Bank of America Corporation

View all funds holding Fidelity vlu factor etf