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

Concord Wealth 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
Q1 		– Sell
-193
Closed -$12.9K – 392
2025
Q4 		$12.9K Hold
193
– – ﹤0.01% 500
2025
Q3 		$12.7K Hold
193
– – ﹤0.01% 507
2025
Q2 		$12.1K Buy
+193
New +$11.6K ﹤0.01% 519

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 22.9% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Concord Wealth Partners's FDLO Position: Q1 2026 in Review

Concord Wealth Partners sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2026, closing a stake of 193 shares — an estimated $12.9K sold.

Concord Wealth Partners first reported a position in FDLO in Q2 2025 and held it in 3 quarters. The position peaked at $12.9K in Q4 2025. 165 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Concord Wealth Partners reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 193 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $12.9K.
  • Concord Wealth Partners first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Fidelity Low Volatility Factor ETF position peaked at $12.9K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.