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Community Financial Services Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Community Financial Services Group’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 		$1.93K Buy
+28
New +$1.92K ﹤0.01% 485

Other funds holding FDLO

GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Community Financial Services Group's FDLO Position: Q2 2026 in Review

Community Financial Services Group opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 28 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings.

25 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Community Financial Services Group held 28 shares of Fidelity Low Volatility Factor ETF worth $1.93K as of Q2 2026.
  • Fidelity Low Volatility Factor ETF was a new Community Financial Services Group position in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #485 holding.
  • 25 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.