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Fidelity low volity etf shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource 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 EverSource 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $19k 278 66.75
2025-09-30 $18k 278 65.87
2025-06-30 $18k 278 62.80
2025-03-31 $17k 278 60.62

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Top funds holding Fidelity low volity etf

FMR
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Kestra Advisory Services
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Howard Capital Management
CI Private Wealth
Segall Bryant & Hamill
Running Point Capital Advisors
Advisor Group Holdings
Raymond James Financial
Goss Wealth Management
AE Wealth Management

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