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Bell Investment Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Bell Investment Advisors’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 		$2.52K Hold
39
– – ﹤0.01% 1243
2025
Q4 		$2.6K Hold
39
– – ﹤0.01% 1253
2025
Q3 		$2.57K Buy
+39
New +$2.5K ﹤0.01% 1232

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
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

Bell Investment Advisors's FDLO Position: Q1 2026 in Review

Bell Investment Advisors held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q1 2026 at 39 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Bell Investment Advisors first reported a position in FDLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.6K in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Bell Investment Advisors held 39 shares of Fidelity Low Volatility Factor ETF worth $2.52K as of Q1 2026.
  • Bell Investment Advisors left its Fidelity Low Volatility Factor ETF share count unchanged in Q1 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1243 holding.
  • Bell Investment Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Bell Investment Advisors's Fidelity Low Volatility Factor ETF position peaked at $2.6K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.