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

Cambridge Investment Research 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 Q2	$2.41M	Sell	35,261 -2,803	-7%	-$192K	0.01%	1533
2026 Q1	$2.46M	Sell	38,064 -1,354	-3%	-$90.9K	0.01%	1446
2025 Q4	$2.63M	Sell	39,418 -1,118	-3%	-$74.1K	0.01%	1319
2025 Q3	$2.67M	Sell	40,536 -618	-2%	-$39.7K	0.01%	1284
2025 Q2	$2.58M	Sell	41,154 -1,632	-4%	-$98K	0.01%	1239
2025 Q1	$2.59M	Sell	42,786 -13,705	-24%	-$843K	0.01%	1187
2024 Q4	$3.42M	Buy	56,491 +7,818	+16%	+$483K	0.01%	1011
2024 Q3	$2.99M	Sell	48,673 -121	-0.2%	-$7.14K	0.01%	1085
2024 Q2	$2.78M	Sell	48,794 -1,046	-2%	-$58.2K	0.01%	1072
2024 Q1	$2.8M	Buy	49,840 +3,735	+8%	+$204K	0.01%	1067
2023 Q4	$2.44M	Sell	46,105 -35,087	-43%	-$1.78M	0.01%	1078
2023 Q3	$3.95M	Sell	81,192 -8,085	-9%	-$406K	0.02%	781
2023 Q2	$4.47M	Buy	89,277 +3,473	+4%	+$169K	0.02%	718
2023 Q1	$4.07M	Buy	85,804 +6,003	+8%	+$279K	0.02%	742
2022 Q4	$3.69M	Buy	79,801 +37,263	+88%	+$1.7M	0.02%	741
2022 Q3	$1.79M	Sell	42,538 -2,127	-5%	-$97.9K	0.01%	1104
2022 Q2	$1.99M	Sell	44,665 -852	-2%	-$39.9K	0.01%	1045
2022 Q1	$2.28M	Sell	45,517 -4,284	-9%	-$210K	0.01%	1061
2021 Q4	$2.6M	Buy	49,801 +6,724	+16%	+$339K	0.01%	1000
2021 Q3	$2.05M	Buy	43,077 +2,046	+5%	+$100K	0.01%	1081
2021 Q2	$1.94M	Sell	41,031 -4,447	-10%	-$205K	0.01%	1143
2021 Q1	$2M	Sell	45,478 -7,813	-15%	-$335K	0.01%	1011
2020 Q4	$2.28M	Sell	53,291 -1,752	-3%	-$71.9K	0.01%	865
2020 Q3	$2.18M	Buy	55,043 +2,458	+5%	+$95.5K	0.01%	761
2020 Q2	$1.92M	Buy	52,585 +17,771	+51%	+$623K	0.01%	792
2020 Q1	$1.09M	Buy	34,814 +6,967	+25%	+$258K	0.01%	927
2019 Q4	$1.08M	Buy	27,847 +5,146	+23%	+$193K	0.01%	1103
2019 Q3	$834K	Buy	22,701 +823	+4%	+$30K	0.01%	1178
2019 Q2	$781K	Buy	21,878 +1,944	+10%	+$67.6K	0.01%	1161
2019 Q1	$679K	Buy	19,934 +3,542	+22%	+$115K	0.01%	1281
2018 Q4	$492K	Buy	16,392 +4,012	+32%	+$128K	0.01%	1331
2018 Q3	$417K	Buy	12,380 +3,115	+34%	+$102K	﹤0.01%	1554
2018 Q2	$288K	Buy	+9,265	New	+$285K	﹤0.01%	1758

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

Cambridge Investment Research Advisors's FDLO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 7.4% in Q2 2026, selling an estimated $192K and leaving 35,261 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #1533.

Cambridge Investment Research Advisors first reported a position in FDLO in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.47M in Q2 2023. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Cambridge Investment Research Advisors held 35,261 shares of Fidelity Low Volatility Factor ETF worth $2.41M as of Q2 2026.
Cambridge Investment Research Advisors sold 2,803 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $192K.
Fidelity Low Volatility Factor ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1533 holding.
Cambridge Investment Research Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q2 2018 and has held it in 33 quarters since.
Cambridge Investment Research Advisors's Fidelity Low Volatility Factor ETF position peaked at $4.47M in Q2 2023.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.