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 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 $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Avidian Wealth Enterprises's FDLO Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 6.9% in Q2 2026, selling an estimated $46.1K and leaving 9,111 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #424.

Avidian Wealth Enterprises first reported a position in FDLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $636K in Q4 2025. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Avidian Wealth Enterprises held 9,111 shares of Fidelity Low Volatility Factor ETF worth $623K as of Q2 2026.
Avidian Wealth Enterprises sold 672 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $46.1K.
Fidelity Low Volatility Factor ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #424 holding.
Avidian Wealth Enterprises first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and has held it in 8 quarters since.
Avidian Wealth Enterprises's Fidelity Low Volatility Factor ETF position peaked at $636K in Q4 2025.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.