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Fidelity low durtin etf shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Fidelity low durtin etf (FLDR) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Fidelity low durtin etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity low durtin etf held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity low durtin etf by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $94k 1.9k 50.20
2025-06-30 $93k 1.9k 50.06
2025-03-31 $92k 1.8k 50.31

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Fidelity low durtin etf

Wells Fargo & Company
Raymond James Financial
LPL Financial
Commonwealth Equity Services
AE Wealth Management
Mml Investors Services
Morgan Stanley
Envestnet Asset Management
Kestra Advisory Services
Advisor Group Holdings
UBS Group
Foundations Investment Advisors
Prime Capital Investment Advisors
Kraft, Davis & Associates
Wealthtrust Axiom

View all funds holding Fidelity low durtin etf