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 Q2	$68	Buy	+1	New	+$69	﹤0.01%	1437

Other funds holding FDLO

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Cape Investment Advisory's FDLO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 1 share worth $68. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

35 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Cape Investment Advisory held 1 share of Fidelity Low Volatility Factor ETF worth $68 as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new Cape Investment Advisory position in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1437 holding.
35 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.