CoreCap Advisors
FDLO icon

CoreCap Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

CoreCap Advisors’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
Q3 		$41.3K Hold
585
– – ﹤0.01% 1496
2026
Q2 		$40K Buy
+585
New +$40.1K ﹤0.01% 1498

Other funds holding FDLO

Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Roxbury Financial
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

CoreCap Advisors's FDLO Position: Q3 2026 in Review

CoreCap Advisors held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 585 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

CoreCap Advisors first reported a position in FDLO in Q2 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

  • CoreCap Advisors held 585 shares of Fidelity Low Volatility Factor ETF worth $41.3K as of Q3 2026.
  • CoreCap Advisors left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1496 holding.
  • CoreCap Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.