Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CAM
Cresset Asset Management’s
Fidelity Low Volatility Factor ETF
FDLO
Stock Holding History
Cresset Asset Management’s Portfolio
FDLO Stock Details
FDLO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$407K
Hold
6,304
–
–
﹤0.01%
1153
2025
Q4
$421K
Hold
6,304
–
–
﹤0.01%
1146
2025
Q3
$415K
Hold
6,304
–
–
﹤0.01%
1106
2025
Q2
$396K
Sell
6,304
-1
-0%
-$60
﹤0.01%
1023
2025
Q1
$382K
Hold
6,305
–
–
﹤0.01%
1203
2024
Q4
$382K
Sell
6,305
-22
-0.3%
-$1.36K
﹤0.01%
1214
2024
Q3
$388K
Hold
6,327
–
–
﹤0.01%
1672
2024
Q2
$361K
Hold
6,327
–
–
﹤0.01%
1616
2024
Q1
$355K
Buy
+6,327
New
+$346K
﹤0.01%
1493
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close