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Fidelity low volity etf shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Fidelity low volity etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity low volity etf by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $878k 15k 60.59
2024-09-30 $624k 10k 61.35
2024-06-30 $446k 7.8k 57.04

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Fidelity low volity etf

FMR
Commonwealth Equity Services
Envestnet Asset Management
Bank of America Corporation
Kestra Advisory Services
CI Private Wealth
Segall Bryant & Hamill
Ameritas Advisory Services
Abundance Wealth Counselors
Sykon Capital
LPL Financial
GFG Capital
Running Point Capital Advisors
Cetera Investment Advisers
Lido Advisors

View all funds holding Fidelity low volity etf