ARS Wealth Advisors Group
FDLO icon

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
Q3 		$312K Sell
4,411
-286
-6% -$20.5K 0.02% 175
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

ARS Wealth Advisors Group's FDLO Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 6.1% in Q3 2026, selling an estimated $20.5K and leaving 4,411 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #175.

ARS Wealth Advisors Group first reported a position in FDLO in Q1 2024 and has held it in 11 quarters since. The position peaked at $321K in Q2 2026. 76 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

  • ARS Wealth Advisors Group held 4,411 shares of Fidelity Low Volatility Factor ETF worth $312K as of Q3 2026.
  • ARS Wealth Advisors Group sold 286 Fidelity Low Volatility Factor ETF shares in Q3 2026, an estimated $20.5K.
  • Fidelity Low Volatility Factor ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #175 holding.
  • ARS Wealth Advisors Group first reported a position in Fidelity Low Volatility Factor ETF in Q1 2024 and has held it in 11 quarters since.
  • ARS Wealth Advisors Group's Fidelity Low Volatility Factor ETF position peaked at $321K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.