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Fidelity low volity etf shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks 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 Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $25k 393 64.59
2025-06-30 $25k 387 63.93

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth 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
Kestra Advisory Services
AE Wealth Management
Segall Bryant & Hamill
Running Point Capital Advisors
Sykon Capital
Morgan Stanley
Raymond James Financial

View all funds holding Fidelity low volity etf