Destiny Wealth Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Destiny Wealth Partners’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	$123K	Sell	1,904 -3,265	-63%	-$219K	0.01%	303
2025 Q4	$352K	Hold	5,169	–	–	0.04%	157
2025 Q3	$340K	Hold	5,169	–	–	0.04%	155
2025 Q2	$325K	Hold	5,169	–	–	0.04%	151
2025 Q1	$313K	Hold	5,169	–	–	0.05%	130
2024 Q4	$313K	Hold	5,169	–	–	0.05%	132
2024 Q3	$317K	Hold	5,169	–	–	0.06%	124
2024 Q2	$295K	Hold	5,169	–	–	0.05%	125
2024 Q1	$290K	Hold	5,169	–	–	0.05%	128
2023 Q4	$272K	Buy	+5,169	New	+$262K	0.05%	135
2023 Q1	–	Sell	-3,265	Closed	-$151K	–	332
2022 Q4	$151K	Hold	3,265	–	–	0.03%	202
2022 Q3	$137K	Hold	3,265	–	–	0.03%	206
2022 Q2	$146K	Hold	3,265	–	–	0.03%	208
2022 Q1	$163K	Sell	3,265 -509	-13%	-$24.9K	0.03%	177
2021 Q4	$197K	Hold	3,774	–	–	0.04%	176
2021 Q3	$179K	Buy	+3,774	New	+$185K	0.04%	173
2021 Q2	–	Sell	-3,774	Closed	-$166K	–	293
2021 Q1	$166K	Hold	3,774	–	–	0.03%	172
2020 Q4	$161K	Buy	+3,774	New	+$155K	0.03%	215

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

Destiny Wealth Partners's FDLO Position: Q1 2026 in Review

Destiny Wealth Partners reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 63% in Q1 2026, selling an estimated $219K and leaving 1,904 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #303.

Destiny Wealth Partners first reported a position in FDLO in Q4 2020 and has held it in 18 quarters since. The position peaked at $352K in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Destiny Wealth Partners held 1,904 shares of Fidelity Low Volatility Factor ETF worth $123K as of Q1 2026.
Destiny Wealth Partners sold 3,265 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $219K.
Fidelity Low Volatility Factor ETF made up 0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #303 holding.
Destiny Wealth Partners first reported a position in Fidelity Low Volatility Factor ETF in Q4 2020 and has held it in 18 quarters since.
Destiny Wealth Partners's Fidelity Low Volatility Factor ETF position peaked at $352K in Q4 2025.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.