Cetera Investment Advisers
FDLO icon

Cetera Investment Advisers’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Cetera Investment Advisers’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 		$18.4M Buy
269,229
+12,728
+5% +$873K 0.02% 802
2026
Q1 		$16.6M Buy
256,501
+15,335
+6% +$1.03M 0.02% 773
2025
Q4 		$16.1M Buy
241,166
+39,160
+19% +$2.6M 0.02% 766
2025
Q3 		$13.3M Buy
202,006
+29,759
+17% +$1.91M 0.02% 837
2025
Q2 		$10.8M Buy
172,247
+4,293
+3% +$258K 0.02% 786
2025
Q1 		$10.2M Buy
167,954
+22,653
+16% +$1.39M 0.02% 760
2024
Q4 		$8.8M Buy
145,301
+7,379
+5% +$455K 0.02% 765
2024
Q3 		$8.46M Buy
137,922
+12,096
+10% +$714K 0.02% 764
2024
Q2 		$7.18M Buy
125,826
+10,449
+9% +$581K 0.02% 812
2024
Q1 		$6.48M Buy
115,377
+68,363
+145% +$3.73M 0.02% 847
2023
Q4 		$2.49M Buy
47,014
+779
+2% +$39.4K 0.02% 701
2023
Q3 		$2.25M Buy
46,235
+1,323
+3% +$66.4K 0.02% 702
2023
Q2 		$2.25M Buy
44,912
+5,218
+13% +$253K 0.02% 714
2023
Q1 		$1.88M Buy
39,694
+5,670
+17% +$264K 0.02% 759
2022
Q4 		$1.57M Buy
+34,024
New +$1.55M 0.01% 798

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $72.2B AUM 27.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Cetera Investment Advisers's FDLO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 5% in Q2 2026, buying an estimated $873K and bringing the position to 269,229 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #802.

Cetera Investment Advisers first reported a position in FDLO in Q4 2022 and has held it in 15 quarters since. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Cetera Investment Advisers held 269,229 shares of Fidelity Low Volatility Factor ETF worth $18.4M as of Q2 2026.
  • Cetera Investment Advisers bought 12,728 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $873K.
  • Fidelity Low Volatility Factor ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #802 holding.
  • Cetera Investment Advisers first reported a position in Fidelity Low Volatility Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.