BFG
FDLO icon

Buttonwood Financial Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Buttonwood Financial Group’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 		$542K Buy
8,398
+522
+7% +$35K 0.33% 22
2025
Q4 		$534K Sell
7,876
-1,206
-13% -$79.9K 0.28% 22
2025
Q3 		$600K Sell
9,082
-75
-0.8% -$4.82K 0.26% 24
2025
Q2 		$579K Buy
9,157
+256
+3% +$15.4K 0.29% 22
2025
Q1 		$508K Buy
+8,901
New +$547K 0.3% 24

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

Buttonwood Financial Group's FDLO Position: Q1 2026 in Review

Buttonwood Financial Group increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 6.6% in Q1 2026, buying an estimated $35K and bringing the position to 8,398 shares worth $542K. The position accounts for 0.33% of the portfolio, ranked #22.

Buttonwood Financial Group first reported a position in FDLO in Q1 2025 and has held it in 5 quarters since. The position peaked at $600K in Q3 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Buttonwood Financial Group held 8,398 shares of Fidelity Low Volatility Factor ETF worth $542K as of Q1 2026.
  • Buttonwood Financial Group bought 522 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $35K.
  • Fidelity Low Volatility Factor ETF made up 0.33% of Buttonwood Financial Group's portfolio in Q1 2026, its #22 holding.
  • Buttonwood Financial Group first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Buttonwood Financial Group's Fidelity Low Volatility Factor ETF position peaked at $600K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Buttonwood Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.