Campbell Deegan Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Campbell Deegan Wealth Management’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	$23.1M	Buy	337,359 +6,531	+2%	+$448K	16.35%	3
2026 Q1	$21.4M	Buy	330,828 +468	+0.1%	+$31.4K	17.1%	2
2025 Q4	$22.1M	Buy	330,360 +10,950	+3%	+$726K	17.8%	1
2025 Q3	$21M	Buy	319,410 +4,677	+1%	+$300K	18.79%	2
2025 Q2	$19.8M	Buy	314,733 +9,405	+3%	+$565K	19.46%	2
2025 Q1	$18.5M	Buy	305,328 +16,641	+6%	+$1.02M	21.29%	1
2024 Q4	$17.5M	Buy	+288,687	New	+$17.8M	21.01%	1

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Campbell Deegan Wealth Management's FDLO Position: Q2 2026 in Review

Campbell Deegan Wealth Management increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 2% in Q2 2026, buying an estimated $448K and bringing the position to 337,359 shares worth $23.1M. The position accounts for 16.35% of the portfolio, ranked #3.

Campbell Deegan Wealth Management first reported a position in FDLO in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Campbell Deegan Wealth Management held 337,359 shares of Fidelity Low Volatility Factor ETF worth $23.1M as of Q2 2026.
Campbell Deegan Wealth Management bought 6,531 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $448K.
Fidelity Low Volatility Factor ETF made up 16.35% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #3 holding.
Campbell Deegan Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.