Citigroup
FDLO icon

Citigroup’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Citigroup’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
Q1 		– Sell
-9,055
Closed -$604K – 6089
2025
Q4 		$604K Buy
+9,055
New +$600K ﹤0.01% 3467
2025
Q3 		– Sell
-772
Closed -$48.5K – 6166
2025
Q2 		$48.5K Buy
+772
New +$46.4K ﹤0.01% 4773
2021
Q3 		– Sell
-488,087
Closed -$23M – 5927
2021
Q2 		$23M Buy
488,087
+251,836
+107% +$11.6M 0.01% 914
2021
Q1 		$10.4M Buy
236,251
+10,460
+5% +$449K 0.01% 1345
2020
Q4 		$9.64M Buy
225,791
+133,003
+143% +$5.46M 0.01% 1580
2020
Q3 		$3.67M Buy
+92,788
New +$3.6M ﹤0.01% 2127

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return