West Branch Capital »

Fidelity low durtin etf shares owned by West Branch Capital

Quarter-by-quarter ownership of Fidelity low durtin etf (FLDR) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Fidelity low durtin etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity low durtin etf held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity low durtin etf by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $117k 2.3k 50.20
2025-06-30 $116k 2.3k 50.07

More positions owned by West Branch Capital

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Moog CL B (MOG.B)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)
Abbvie (ABBV)

View all positions for West Branch Capital

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