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Fidelity low durtin etf shares owned by Perspective Wealth Advisors

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

Historical chart of Perspective 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 Perspective 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 Perspective Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.2M 124k 50.05

More positions owned by Perspective Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SJNK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Fundamental Emer (FNDE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Legg Mason Etf Invt Franklin Us Low (LVHD)

View all positions for Perspective Wealth Advisors

Top funds holding Fidelity low durtin etf

Wells Fargo & Company
Commonwealth Equity Services
Raymond James Financial
Athena Wealth Management
LPL Financial
AE Wealth Management
Kestra Advisory Services
Goldman Sachs Group
Mml Investors Services
Advisor Group Holdings
Envestnet Asset Management
Koshinski Asset Management
Foundations Investment Advisors
UBS Group
Wealthtrust Axiom

View all funds holding Fidelity low durtin etf