Arax Advisory Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Arax Advisory Partners’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	$161K	Sell	2,490 -36	-1%	-$2.42K	﹤0.01%	1182
2025 Q4	$169K	Buy	+2,526	New	+$167K	﹤0.01%	1111
2025 Q3	–	Sell	-1,817	Closed	-$114K	–	3821
2025 Q2	$114K	Buy	1,817 +7	+0.4%	+$420	0.01%	875
2025 Q1	$110K	Buy	1,810 +7	+0.4%	+$430	0.01%	692
2024 Q4	$109K	Buy	1,803 +6	+0.3%	+$370	0.01%	657
2024 Q3	$110K	Buy	1,797 +6	+0.3%	+$354	0.01%	472
2024 Q2	$102K	Buy	1,791 +6	+0.3%	+$334	0.01%	467
2024 Q1	$100K	Buy	1,785 +8	+0.5%	+$437	0.01%	388
2023 Q4	$94.1K	Buy	1,777 +5	+0.3%	+$253	0.01%	389
2023 Q3	$86.2K	Buy	1,772 +6	+0.3%	+$301	0.01%	374
2023 Q2	$88.5K	Buy	1,766 +6	+0.3%	+$291	0.01%	366
2023 Q1	$83.5K	Buy	1,760 +8	+0.5%	+$372	0.01%	379
2022 Q4	$80.9K	Buy	1,752 +7	+0.4%	+$320	0.01%	366
2022 Q3	$73K	Buy	1,745 +7	+0.4%	+$322	0.01%	361
2022 Q2	$78K	Buy	1,738 +7	+0.4%	+$328	0.01%	351
2022 Q1	$87K	Buy	1,731 +2	+0.1%	+$98	0.01%	361
2021 Q4	$90K	Buy	1,729 +5	+0.3%	+$252	0.01%	363
2021 Q3	$82K	Buy	1,724 +6	+0.3%	+$294	0.01%	375
2021 Q2	$81K	Buy	+1,718	New	+$79.3K	0.01%	379
2020 Q4	$73K	Buy	1,707 +5	+0.3%	+$205	0.01%	341
2020 Q3	$67K	Buy	1,702 +6	+0.4%	+$233	0.01%	327
2020 Q2	$62K	Buy	1,696 +7	+0.4%	+$245	0.01%	325
2020 Q1	$53K	Buy	+1,689	New	+$62.5K	0.01%	326

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Arax Advisory Partners's FDLO Position: Q1 2026 in Review

Arax Advisory Partners reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 1.4% in Q1 2026, selling an estimated $2.42K and leaving 2,490 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Arax Advisory Partners first reported a position in FDLO in Q1 2020 and has held it in 23 quarters since. The position peaked at $169K in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Arax Advisory Partners held 2,490 shares of Fidelity Low Volatility Factor ETF worth $161K as of Q1 2026.
Arax Advisory Partners sold 36 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $2.42K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1182 holding.
Arax Advisory Partners first reported a position in Fidelity Low Volatility Factor ETF in Q1 2020 and has held it in 23 quarters since.
Arax Advisory Partners's Fidelity Low Volatility Factor ETF position peaked at $169K in Q4 2025.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.