Coppell Advisory Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Coppell Advisory Solutions’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	$1.04M	Buy	+301	New	+$20.6K	0.09%	184
2025 Q1	–	Sell	-36	Closed	-$2.18K	–	836
2024 Q4	$2.18K	Hold	36	–	–	﹤0.01%	1521
2024 Q3	$2.2K	Hold	36	–	–	﹤0.01%	1428
2024 Q2	$2.05K	Buy	+36	New	+$2K	﹤0.01%	1377
2023 Q4	$2.65K	Buy	+50	New	+$2.53K	﹤0.01%	1240

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Coppell Advisory Solutions's FDLO Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 301 shares worth $1.04M. The stake represents 0.09% of the portfolio and ranks #184 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FDLO as recently as Q4 2024.

Coppell Advisory Solutions first reported a position in FDLO in Q4 2023 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Coppell Advisory Solutions held 301 shares of Fidelity Low Volatility Factor ETF worth $1.04M as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new Coppell Advisory Solutions position in Q2 2026.
Fidelity Low Volatility Factor ETF made up 0.09% of Coppell Advisory Solutions's portfolio in Q2 2026, its #184 holding.
Coppell Advisory Solutions first reported a position in Fidelity Low Volatility Factor ETF in Q4 2023 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.