Fidelity Investments’s Monarch Volume Factor Dividend Tree Index ETF MVFD Stock Holding History

Fidelity Investments’s Portfolio MVFD Stock Details MVFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30	Buy	+1	New	+$31	﹤0.01%	5636

Other funds holding MVFD

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return

West Michigan Advisors Holland, Michigan $532M AUM 33.02% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Fidelity Investments's MVFD Position: Q3 2026 in Review

Fidelity Investments opened a new position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) in Q3 2026: 1 share worth $30. The stake represents ﹤0.01% of the portfolio and ranks #5636 among its holdings.

5 funds tracked by Wall St. Rank hold MVFD as of Q3 2026.

Fidelity Investments held 1 share of Monarch Volume Factor Dividend Tree Index ETF worth $30 as of Q3 2026.
Monarch Volume Factor Dividend Tree Index ETF was a new Fidelity Investments position in Q3 2026.
Monarch Volume Factor Dividend Tree Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #5636 holding.
5 funds tracked by Wall St. Rank held Monarch Volume Factor Dividend Tree Index ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.