Axxcess Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Axxcess Wealth Management’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 Q1	–	Sell	-3,082	Closed	-$206K	–	599
2025 Q4	$206K	Buy	+3,082	New	+$204K	﹤0.01%	983

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Axxcess Wealth Management's FDLO Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2026, closing a stake of 3,082 shares — an estimated $206K sold.

Axxcess Wealth Management first reported a position in FDLO in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Axxcess Wealth Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 3,082 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $206K.
Axxcess Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and held it in 1 quarter.
Axxcess Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $206K in Q4 2025.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.