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Fidelity low volity etf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $303k 5.0k 60.60
2024-09-30 $361k 5.9k 61.34
2024-06-30 $333k 5.8k 57.05
2023-12-31 $361k 6.8k 52.97

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood 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