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Fidelity core divid etf shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Fidelity core divid etf (FDVV) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors investment in Fidelity core divid etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity core divid etf held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity core divid etf by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 4.5k 45.31

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)

View all positions for First Foundation Advisors

Top funds holding Fidelity core divid etf

Commonwealth Equity Services
Advisor Group Holdings
Morgan Stanley
Bank of America Corporation
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Childress Capital Advisors
Integrated Wealth Concepts
McIlrath & Eck
Kestra Advisory Services
Cetera Investment Advisers
Mascoma Wealth Management
Lakeridge Wealth Management
Cambridge Investment Research Advisors

View all funds holding Fidelity core divid etf