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Beacon Capital Management LLC (Tennessee)’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-70
Closed -$4.4K – 422
2025
Q2 		$4.4K Buy
+70
New +$4.21K ﹤0.01% 788

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Bank of America
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LPL Financial
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s FDLO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2025, closing a stake of 70 shares — an estimated $4.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FDLO in Q2 2025 and held it in 1 quarter. The position peaked at $4.4K in Q2 2025. 152 funds tracked by Wall St. Rank hold FDLO as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 70 Fidelity Low Volatility Factor ETF shares in Q3 2025, an estimated $4.4K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Fidelity Low Volatility Factor ETF position peaked at $4.4K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.