Betterment LLC’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Betterment LLC’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	$560K	Buy	8,199 +477	+6%	+$32.7K	﹤0.01%	453
2026 Q1	$499K	Buy	7,722 +662	+9%	+$44.4K	﹤0.01%	437
2025 Q4	$471K	Sell	7,060 -133	-2%	-$8.82K	﹤0.01%	416
2025 Q3	$474K	Sell	7,193 -301	-4%	-$19.3K	﹤0.01%	397
2025 Q2	$471K	Sell	7,494 -172	-2%	-$10.3K	﹤0.01%	365
2025 Q1	$465K	Sell	7,666 -16	-0.2%	-$984	﹤0.01%	341
2024 Q4	$465K	Sell	7,682 -745	-9%	-$46K	﹤0.01%	336
2024 Q3	$517K	Buy	8,427 +44	+0.5%	+$2.6K	﹤0.01%	308
2024 Q2	$478K	Sell	8,383 -167	-2%	-$9.29K	﹤0.01%	288
2024 Q1	$480K	Buy	+8,550	New	+$467K	﹤0.01%	263

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

Betterment LLC's FDLO Position: Q2 2026 in Review

Betterment LLC increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 6.2% in Q2 2026, buying an estimated $32.7K and bringing the position to 8,199 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Betterment LLC first reported a position in FDLO in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Betterment LLC held 8,199 shares of Fidelity Low Volatility Factor ETF worth $560K as of Q2 2026.
Betterment LLC bought 477 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $32.7K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #453 holding.
Betterment LLC first reported a position in Fidelity Low Volatility Factor ETF in Q1 2024 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.