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

Creative Planning’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	$719K	Buy	11,136 +1,293	+13%	+$86.8K	﹤0.01%	2740
2025 Q4	$657K	Buy	9,843 +1,586	+19%	+$105K	﹤0.01%	2615
2025 Q3	$544K	Buy	8,257 +61	+0.7%	+$3.92K	﹤0.01%	2642
2025 Q2	$515K	Buy	8,196 +468	+6%	+$28.1K	﹤0.01%	2452
2025 Q1	$468K	Buy	7,728 +4,323	+127%	+$266K	﹤0.01%	2345
2024 Q4	$206K	Buy	+3,405	New	+$210K	﹤0.01%	2954
2023 Q4	–	Sell	-78	Closed	-$3.79K	–	2870
2023 Q3	$3.79K	Buy	+78	New	+$3.91K	﹤0.01%	2753

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Creative Planning's FDLO Position: Q1 2026 in Review

Creative Planning increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 13% in Q1 2026, buying an estimated $86.8K and bringing the position to 11,136 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Creative Planning first reported a position in FDLO in Q3 2023 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Creative Planning held 11,136 shares of Fidelity Low Volatility Factor ETF worth $719K as of Q1 2026.
Creative Planning bought 1,293 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $86.8K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2740 holding.
Creative Planning first reported a position in Fidelity Low Volatility Factor ETF in Q3 2023 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.