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Cary Street Partners Investment Advisory’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Cary Street Partners 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 		$28.6K Buy
418
+376
+895% +$25.8K 0.01% 637
2026
Q1 		$2.71K Hold
42
– – ﹤0.01% 666
2025
Q4 		$2.8K Buy
+42
New +$2.78K ﹤0.01% 658
2024
Q4 		– Sell
-10,732
Closed -$658K – 574
2024
Q3 		$658K Sell
10,732
-1,302
-11% -$76.8K 0.02% 442
2024
Q2 		$686K Buy
+12,034
New +$669K 0.03% 402

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's FDLO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 895% in Q2 2026, buying an estimated $25.8K and bringing the position to 418 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #637.

Cary Street Partners Investment Advisory first reported a position in FDLO in Q2 2024 and has held it in 5 quarters since. The position peaked at $686K in Q2 2024. 113 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Cary Street Partners Investment Advisory held 418 shares of Fidelity Low Volatility Factor ETF worth $28.6K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 376 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $25.8K.
  • Fidelity Low Volatility Factor ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #637 holding.
  • Cary Street Partners Investment Advisory first reported a position in Fidelity Low Volatility Factor ETF in Q2 2024 and has held it in 5 quarters since.
  • Cary Street Partners Investment Advisory's Fidelity Low Volatility Factor ETF position peaked at $686K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.