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Fidelity low volity etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $392k 6.1k 64.59

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Microsoft Corp Stock (MSFT)
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Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Fidelity low volity etf

FMR
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Campbell Deegan Wealth Management
Bank of America Corporation
Cetera Investment Advisers
HPM Partners
AE Wealth Management
Segall Bryant & Hamill
Sykon Capital
Kestra Advisory Services
Morgan Stanley
Raymond James Financial
First Trust Advisors

View all funds holding Fidelity low volity etf