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Fidelity low volity etf shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Fidelity low volity etf

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

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Quarterly reported holdings in Fidelity low volity etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $544k 8.3k 65.87
2025-06-30 $515k 8.2k 62.80
2025-03-31 $469k 7.7k 60.62
2024-12-31 $206k 3.4k 60.58
2023-09-30 $3.8k 78 48.64

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Top funds holding Fidelity low volity etf

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