Foundations Investment Advisors »

Fidelity low volity etf shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity low volity etf by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 81k 65.87
2025-06-30 $4.7M 74k 62.80
2025-03-31 $4.0M 66k 60.62
2024-12-31 $1.0M 17k 60.59
2024-09-30 $552k 9.0k 61.35

More positions owned by Foundations Investment Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Two Rds Shared Tr Anfield Us Equ (AESR)

View all positions for Foundations Investment Advisors

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

View all funds holding Fidelity low volity etf