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AMG National Trust Bank’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

AMG National Trust Bank’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 		$243K Buy
3,551
+9
+0.3% +$617 0.01% 410
2026
Q1 		$229K Buy
3,542
+9
+0.3% +$604 0.01% 459
2025
Q4 		$236K Buy
3,533
+7
+0.2% +$464 0.01% 424
2025
Q3 		$232K Buy
3,526
+8
+0.2% +$514 0.01% 428
2025
Q2 		$221K Buy
3,518
+8
+0.2% +$481 0.01% 428
2025
Q1 		$213K Buy
3,510
+8
+0.2% +$492 0.01% 422
2024
Q4 		$212K Buy
3,502
+8
+0.2% +$494 0.01% 430
2024
Q3 		$214K Buy
+3,494
New +$206K 0.01% 423

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Lido Advisors
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

AMG National Trust Bank's FDLO Position: Q2 2026 in Review

AMG National Trust Bank increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 0.25% in Q2 2026, buying an estimated $617 and bringing the position to 3,551 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #410.

AMG National Trust Bank first reported a position in FDLO in Q3 2024 and has held it in 8 quarters since. 94 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • AMG National Trust Bank held 3,551 shares of Fidelity Low Volatility Factor ETF worth $243K as of Q2 2026.
  • AMG National Trust Bank bought 9 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $617.
  • Fidelity Low Volatility Factor ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #410 holding.
  • AMG National Trust Bank first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 94 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.