AF
FDLO icon

Allworth Financial’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Allworth Financial’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
Q1 		$133K Buy
2,056
+1,516
+281% +$102K ﹤0.01% 1651
2025
Q4 		$36K Buy
540
+125
+30% +$8.29K ﹤0.01% 2423
2025
Q3 		$27.4K Buy
415
+341
+461% +$21.9K ﹤0.01% 2510
2025
Q2 		$4.65K Sell
74
-132
-64% -$7.93K ﹤0.01% 3300
2025
Q1 		$12.1K Buy
206
+159
+338% +$9.78K ﹤0.01% 2342
2024
Q4 		$2.9K Hold
47
– – ﹤0.01% 3007
2024
Q3 		$2.88K Buy
+47
New +$2.77K ﹤0.01% 2803
2023
Q4 		– Sell
-143
Closed -$6.96K – 3514
2023
Q3 		$6.96K Buy
+143
New +$7.18K ﹤0.01% 1975

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return