FDVV β€” Fidelity Core Dividend Etf

Ownership history in FSC Wealth Advisors, LLC  Β·  15 quarters on record

AI Ownership Summary

FSC Wealth Advisors, LLC reported Fidelity Core Dividend Etf (FDVV) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.43% in 2024 Q3. The latest visible filing shows FDVV at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSC Wealth Advisors, LLC's position in Fidelity Core Dividend Etf, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FDVV was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FSC Wealth Advisors, LLC held FDVV β€” position size vs. price
% of Fund (quarterly)    FDVV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 12,275 +1,459 +13.5% 0.39% $684K 2025-10-17 $54.69
2025 Q2 REDUCED 10,816 -267 -2.4% 0.34% $563K 2025-08-11 $52.93
2025 Q1 REDUCED 11,083 -1,276 -10.3% 0.36% $550K 2025-04-22 $45.25
2024 Q4 ADDED 12,359 +416 +3.5% 0.40% $617K 2025-01-22 $49.20
2024 Q3 ADDED 11,943 +476 +4.2% 0.43% $605K 2024-10-22 $49.12
2024 Q2 ADDED 11,467 +293 +2.6% 0.40% $536K 2024-07-17 $46.02
2024 Q1 ADDED 11,174 +4,314 +62.9% 0.36% $506K 2024-04-16 $40.96
2023 Q4 ADDED 6,860 +2,524 +58.2% 0.21% $290K 2024-01-16 $39.40
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FSC Wealth Advisors, LLC and FDVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FSC Wealth Advisors, LLC reported owning FDVV?

FSC Wealth Advisors, LLC reported FDVV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FDVV position in FSC Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for FDVV was 0.43% in 2024 Q3.

What is the latest reported FDVV position on this page?

The most recent filing on this page is 2025 Q3, when FSC Wealth Advisors, LLC reported 12,275 shares, equal to 0.39% of portfolio, with an estimated market value of $684K.

What does the chart on this FDVV ownership page compare?

The chart compares FSC Wealth Advisors, LLC's quarterly FDVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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