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 Q2	$212K	Buy	+3,108	New	+$213K	﹤0.01%	985
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 $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 22.9% 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

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

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

Axxcess Wealth Management's FDLO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 3,108 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FDLO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FDLO in Q4 2025 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Axxcess Wealth Management held 3,108 shares of Fidelity Low Volatility Factor ETF worth $212K as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new Axxcess Wealth Management position in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #985 holding.
Axxcess Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 2 quarters since.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.