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 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 $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Campbell Deegan Wealth Management's FDLO Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 0.14% in Q1 2026, buying an estimated $31.4K and bringing the position to 330,828 shares worth $21.4M. The position accounts for 17.1% of the portfolio, ranked #2.

Campbell Deegan Wealth Management first reported a position in FDLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.1M in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Campbell Deegan Wealth Management held 330,828 shares of Fidelity Low Volatility Factor ETF worth $21.4M as of Q1 2026.
Campbell Deegan Wealth Management bought 468 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $31.4K.
Fidelity Low Volatility Factor ETF made up 17.1% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #2 holding.
Campbell Deegan Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $22.1M in Q4 2025.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.