Capital Advisors Ltd’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Capital Advisors Ltd’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	$17K	Hold	245	–	–	﹤0.01%	728
2026 Q1	$16K	Hold	245	–	–	﹤0.01%	716
2025 Q4	$16K	Hold	245	–	–	﹤0.01%	699
2025 Q3	$16K	Buy	245 +235	+2,350%	+$15.1K	﹤0.01%	695
2025 Q2	$1K	Buy	+10	New	+$601	﹤0.01%	1182
2022 Q4	–	Sell	-725	Closed	-$30K	–	1345
2022 Q3	$30K	Buy	+725	New	+$33.4K	0.01%	412

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 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

Capital Advisors Ltd's FDLO Position: Q2 2026 in Review

Capital Advisors Ltd held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 245 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Capital Advisors Ltd first reported a position in FDLO in Q3 2022 and has held it in 6 quarters since. The position peaked at $30K in Q3 2022. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Capital Advisors Ltd held 245 shares of Fidelity Low Volatility Factor ETF worth $17K as of Q2 2026.
Capital Advisors Ltd left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #728 holding.
Capital Advisors Ltd first reported a position in Fidelity Low Volatility Factor ETF in Q3 2022 and has held it in 6 quarters since.
Capital Advisors Ltd's Fidelity Low Volatility Factor ETF position peaked at $30K in Q3 2022.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.