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Fidelity low volity etf shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Fidelity low volity etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity low volity etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $110k 1.8k 60.59
2024-09-30 $101k 1.6k 61.35

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View all positions for EP Wealth Advisors

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