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Cape Investment Advisory’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Cape Investment Advisory’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
Q3 		$71 Hold
1
– – ﹤0.01% 1455
2026
Q2 		$68 Buy
+1
New +$69 ﹤0.01% 1437

Other funds holding FDLO

MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cape Investment Advisory's FDLO Position: Q3 2026 in Review

Cape Investment Advisory held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Cape Investment Advisory first reported a position in FDLO in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

  • Cape Investment Advisory held 1 share of Fidelity Low Volatility Factor ETF worth $71 as of Q3 2026.
  • Cape Investment Advisory left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1455 holding.
  • Cape Investment Advisory first reported a position in Fidelity Low Volatility Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.