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Fidelity low volity etf shares owned by AE Wealth Management

Quarter-by-quarter ownership of Fidelity low volity etf (FDLO) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Fidelity low volity etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity low volity etf held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity low volity etf by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 59k 61.35
2024-06-30 $3.4M 59k 57.04
2024-03-31 $2.0M 35k 56.18
2023-12-31 $3.8M 69k 54.45
2023-09-30 $2.0M 42k 48.63
2023-06-30 $1.6M 32k 50.11
2023-03-31 $981k 21k 47.48
2022-12-31 $724k 16k 46.18
2022-09-30 $213k 5.1k 42.03
2022-06-30 $450k 10k 44.64
2022-03-31 $5.1M 103k 50.00
2021-12-31 $467k 8.9k 52.27
2021-09-30 $410k 8.6k 47.53
2021-06-30 $453k 9.6k 47.16
2021-03-31 $451k 10k 43.82
2020-12-31 $382k 8.9k 42.71
2020-09-30 $333k 8.4k 39.55
2020-06-30 $1.3M 36k 36.59
2020-03-31 $819k 26k 31.20
2019-12-31 $3.3M 86k 38.70