Creative Financial Designs’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Creative Financial Designs’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	$18.9K	Sell	277 -6	-2%	-$411	﹤0.01%	1312
2026 Q1	$18.3K	Buy	283 +205	+263%	+$13.8K	﹤0.01%	1229
2025 Q4	$5.22K	Buy	+78	New	+$5.17K	﹤0.01%	1510

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 22.9% 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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

Creative Financial Designs's FDLO Position: Q2 2026 in Review

Creative Financial Designs reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 2.1% in Q2 2026, selling an estimated $411 and leaving 277 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Creative Financial Designs first reported a position in FDLO in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Creative Financial Designs held 277 shares of Fidelity Low Volatility Factor ETF worth $18.9K as of Q2 2026.
Creative Financial Designs sold 6 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $411.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1312 holding.
Creative Financial Designs first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.