BFP
FDLO icon

Briaud Financial Planning’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Briaud Financial Planning’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
-722
Closed -$45K – 122
2025
Q2 		$45K Buy
+722
New +$43.4K 0.02% 105

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Briaud Financial Planning's FDLO Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2025, closing a stake of 722 shares — an estimated $45K sold.

Briaud Financial Planning first reported a position in FDLO in Q2 2025 and held it in 1 quarter. The position peaked at $45K in Q2 2025. 152 funds tracked by Wall St. Rank hold FDLO as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 722 Fidelity Low Volatility Factor ETF shares in Q3 2025, an estimated $45K.
  • Briaud Financial Planning first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity Low Volatility Factor ETF position peaked at $45K in Q2 2025.
  • 152 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.