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Fidelity low volity etf shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Fidelity low volity etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity low volity etf held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity low volity etf by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2k 33 66.73
2025-06-30 $2.1k 33 63.39
2025-03-31 $2.0k 33 60.97
2024-12-31 $2.0k 33 60.70

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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