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Fidelity low volity etf shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $41k 613 66.75
2025-09-30 $28k 419 65.87
2025-06-30 $17k 264 62.80
2025-03-31 $11k 185 60.62
2024-12-31 $14k 238 60.59

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Fidelity low volity etf

FMR
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Campbell Deegan Wealth Management
Kestra Advisory Services
Cetera Investment Advisers
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

View all funds holding Fidelity low volity etf