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Fidelity low durtin etf shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management investment in Fidelity low durtin etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity low durtin etf by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 62k 50.20
2025-06-30 $2.5M 50k 50.07
2025-03-31 $2.4M 48k 50.12
2024-12-31 $1.5M 30k 49.93
2024-09-30 $214k 4.3k 50.21

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
First Tr Exchange-traded A Com Shs (FNX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Short Duration F (DFSD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Lakeridge Wealth Management

Top funds holding Fidelity low durtin etf

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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