Cerity Partners
FDLO icon

Cerity Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Cerity Partners’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 		$12.4M Sell
182,143
-19,678
-10% -$1.35M 0.02% 653
2026
Q1 		$13M Buy
201,821
+194,933
+2,830% +$13.1M 0.02% 590
2025
Q4 		$460K Buy
6,888
+2,931
+74% +$194K ﹤0.01% 2165
2025
Q3 		$261K Buy
3,957
+447
+13% +$28.7K ﹤0.01% 2370
2025
Q2 		$220K Sell
3,510
-633
-15% -$38K ﹤0.01% 2302
2025
Q1 		$251K Buy
4,143
+363
+10% +$22.3K ﹤0.01% 2108
2024
Q4 		$229K Sell
3,780
-614
-14% -$37.9K ﹤0.01% 2170
2024
Q3 		$270K Buy
+4,394
New +$259K ﹤0.01% 2131

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
Cetera Investment Advisers
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
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cerity Partners's FDLO Position: Q2 2026 in Review

Cerity Partners reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 9.8% in Q2 2026, selling an estimated $1.35M and leaving 182,143 shares worth $12.4M. The position accounts for 0.02% of the portfolio, ranked #653.

Cerity Partners first reported a position in FDLO in Q3 2024 and has held it in 8 quarters since. The position peaked at $13M in Q1 2026. 165 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Cerity Partners held 182,143 shares of Fidelity Low Volatility Factor ETF worth $12.4M as of Q2 2026.
  • Cerity Partners sold 19,678 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $1.35M.
  • Fidelity Low Volatility Factor ETF made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #653 holding.
  • Cerity Partners first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • Cerity Partners's Fidelity Low Volatility Factor ETF position peaked at $13M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.