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

Avantax Advisory Services's FDLO Position: Q2 2025 in Review

Avantax Advisory Services increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 1.1% in Q2 2025, buying an estimated $8.05K and bringing the position to 12,509 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Avantax Advisory Services first reported a position in FDLO in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.01M in Q3 2020. 157 funds tracked by Wall St. Rank hold FDLO as of Q2 2025.

• Avantax Advisory Services held 12,509 shares of Fidelity Low Volatility Factor ETF worth $786K as of Q2 2025.
• Avantax Advisory Services bought 134 Fidelity Low Volatility Factor ETF shares in Q2 2025, an estimated $8.05K.
• Fidelity Low Volatility Factor ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1308 holding.
• Avantax Advisory Services first reported a position in Fidelity Low Volatility Factor ETF in Q1 2020 and has held it in 19 quarters since.
• Avantax Advisory Services's Fidelity Low Volatility Factor ETF position peaked at $1.01M in Q3 2020.
• 157 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.