CAWM
FDLO icon

Capital A Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Capital A 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
2025
Q2 		$848 Buy
16
+2
+14% +$120 0.01% 385
2025
Q1 		$849 Hold
14
– – ﹤0.01% 552
2024
Q4 		$848 Buy
+14
New +$864 ﹤0.01% 577

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Capital A Wealth Management's FDLO Position: Q2 2025 in Review

Capital A Wealth Management increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 14% in Q2 2025, buying an estimated $120 and bringing the position to 16 shares worth $848. The position accounts for 0.01% of the portfolio, ranked #385.

Capital A Wealth Management first reported a position in FDLO in Q4 2024 and has held it in 3 quarters since. The position peaked at $849 in Q1 2025. 157 funds tracked by Wall St. Rank hold FDLO as of Q2 2025.

  • Capital A Wealth Management held 16 shares of Fidelity Low Volatility Factor ETF worth $848 as of Q2 2025.
  • Capital A Wealth Management bought 2 Fidelity Low Volatility Factor ETF shares in Q2 2025, an estimated $120.
  • Fidelity Low Volatility Factor ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #385 holding.
  • Capital A Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $849 in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.