49 Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

49 Wealth Management’s Portfolio FDLO Stock Details FDLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.1M	Buy	+133,211	New	+$9.14M	1.74%	17

Other funds holding FDLO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

49 Wealth Management's FDLO Position: Q2 2026 in Review

49 Wealth Management opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 133,211 shares worth $9.1M. The stake represents 1.74% of the portfolio and ranks #17 among its holdings.

102 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

49 Wealth Management held 133,211 shares of Fidelity Low Volatility Factor ETF worth $9.1M as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new 49 Wealth Management position in Q2 2026.
Fidelity Low Volatility Factor ETF made up 1.74% of 49 Wealth Management's portfolio in Q2 2026, its #17 holding.
102 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.