ARS Wealth Advisors Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

ARS Wealth Advisors Group’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	$321K	Sell	4,697 -78	-2%	-$5.35K	0.03%	174
2026 Q1	$308K	Buy	4,775 +19	+0.4%	+$1.28K	0.03%	161
2025 Q4	$317K	Buy	4,756 +15	+0.3%	+$994	0.03%	142
2025 Q3	$312K	Buy	4,741 +14	+0.3%	+$899	0.03%	142
2025 Q2	$297K	Buy	4,727 +17	+0.4%	+$1.02K	0.03%	136
2025 Q1	$286K	Sell	4,710 -62	-1%	-$3.81K	0.04%	125
2024 Q4	$289K	Sell	4,772 -149	-3%	-$9.2K	0.04%	126
2024 Q3	$302K	Buy	4,921 +15	+0.3%	+$885	0.04%	136
2024 Q2	$280K	Buy	4,906 +96	+2%	+$5.34K	0.04%	134
2024 Q1	$270K	Buy	+4,810	New	+$263K	0.04%	137

Other funds holding FDLO

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

MBTD

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

TWP

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SAM

Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

SFS

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

ARS Wealth Advisors Group's FDLO Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 1.6% in Q2 2026, selling an estimated $5.35K and leaving 4,697 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #174.

ARS Wealth Advisors Group first reported a position in FDLO in Q1 2024 and has held it in 10 quarters since. 30 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

ARS Wealth Advisors Group held 4,697 shares of Fidelity Low Volatility Factor ETF worth $321K as of Q2 2026.
ARS Wealth Advisors Group sold 78 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $5.35K.
Fidelity Low Volatility Factor ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #174 holding.
ARS Wealth Advisors Group first reported a position in Fidelity Low Volatility Factor ETF in Q1 2024 and has held it in 10 quarters since.
30 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.