Avidian Wealth Enterprises’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Avidian Wealth Enterprises’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	–	Sell	-9,111	Closed	-$623K	–	766
2026 Q2	$623K	Sell	9,111 -672	-7%	-$46.1K	0.02%	424
2026 Q1	$632K	Buy	9,783 +253	+3%	+$17K	0.02%	394
2025 Q4	$636K	Sell	9,530 -33	-0.3%	-$2.19K	0.02%	318
2025 Q3	$630K	Sell	9,563 -103	-1%	-$6.62K	0.02%	318
2025 Q2	$607K	Sell	9,666 -29	-0.3%	-$1.74K	0.02%	290
2025 Q1	$588K	Buy	9,695 +1,889	+24%	+$116K	0.03%	284
2024 Q4	$473K	Sell	7,806 -364	-4%	-$22.5K	0.02%	305
2024 Q3	$501K	Buy	+8,170	New	+$482K	0.02%	295

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Avidian Wealth Enterprises's FDLO Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2026, closing a stake of 9,111 shares — an estimated $623K sold.

Avidian Wealth Enterprises first reported a position in FDLO in Q3 2024 and held it in 8 quarters. The position peaked at $636K in Q4 2025. 163 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

Avidian Wealth Enterprises reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 9,111 Fidelity Low Volatility Factor ETF shares in Q3 2026, an estimated $623K.
Avidian Wealth Enterprises first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and held it in 8 quarters.
Avidian Wealth Enterprises's Fidelity Low Volatility Factor ETF position peaked at $636K in Q4 2025.
163 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.