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Fidelity low volity etf shares owned by Assetmark

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

Historical chart of Assetmark investment in Fidelity low volity etf

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

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Quarterly reported holdings in Fidelity low volity etf by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4k 143 65.87
2025-06-30 $9.0k 143 62.80
2025-03-31 $2.9k 48 60.63

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Top funds holding Fidelity low volity etf

FMR
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Kestra Advisory Services
Campbell Deegan Wealth Management
CI Private Wealth
Segall Bryant & Hamill
Cetera Investment Advisers
Goss Wealth Management
Running Point Capital Advisors
Advisor Group Holdings
Raymond James Financial
Howard Capital Management
GFG Capital

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