Ameritas Advisory Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Ameritas Advisory Services’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	$17.4M	Buy	254,114 +147,473	+138%	+$10.1M	0.35%	69
2026 Q1	$6.89M	Sell	106,641 -3,957	-4%	-$266K	0.27%	89
2025 Q4	$7.38M	Sell	110,598 -1,991	-2%	-$132K	0.28%	84
2025 Q3	$7.42M	Sell	112,589 -17,860	-14%	-$1.15M	0.49%	48
2025 Q2	$8.19M	Sell	130,449 -125,257	-49%	-$7.52M	0.43%	38
2025 Q1	$15.5M	Sell	255,706 -6,254	-2%	-$385K	0.63%	33
2024 Q4	$15.9M	Sell	261,960 -41,511	-14%	-$2.56M	0.55%	38
2024 Q3	$18.6M	Buy	303,471 +41,250	+16%	+$2.43M	0.8%	21
2024 Q2	$15M	Sell	262,221 -5,741	-2%	-$319K	0.56%	35
2024 Q1	$14.8M	Buy	267,962 +127,041	+90%	+$6.94M	0.61%	32
2023 Q4	$7.57M	Sell	140,921 -129,498	-48%	-$6.56M	0.42%	55
2023 Q3	$13.2M	Buy	270,419 +155,303	+135%	+$7.79M	0.66%	31
2023 Q2	$5.69M	Sell	115,116 -155,068	-57%	-$7.53M	0.73%	26
2023 Q1	$13M	Sell	270,184 -21,114	-7%	-$982K	0.65%	29
2022 Q4	$13.5M	Buy	291,298 +35,148	+14%	+$1.61M	0.62%	30
2022 Q3	$10.8M	Buy	256,150 +785	+0.3%	+$36.1K	0.64%	30
2022 Q2	$11.4M	Sell	255,365 -3,447	-1%	-$161K	0.66%	25
2022 Q1	$12.9M	Buy	258,812 +9,512	+4%	+$465K	0.47%	41
2021 Q4	$13M	Buy	+249,300	New	+$12.6M	0.48%	43

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWM

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Ameritas Advisory Services's FDLO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 138% in Q2 2026, buying an estimated $10.1M and bringing the position to 254,114 shares worth $17.4M. The position accounts for 0.35% of the portfolio, ranked #69.

Ameritas Advisory Services first reported a position in FDLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.6M in Q3 2024. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Ameritas Advisory Services held 254,114 shares of Fidelity Low Volatility Factor ETF worth $17.4M as of Q2 2026.
Ameritas Advisory Services bought 147,473 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $10.1M.
Fidelity Low Volatility Factor ETF made up 0.35% of Ameritas Advisory Services's portfolio in Q2 2026, its #69 holding.
Ameritas Advisory Services first reported a position in Fidelity Low Volatility Factor ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Fidelity Low Volatility Factor ETF position peaked at $18.6M in Q3 2024.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.