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Dogwood Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Dogwood Wealth Management’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
2025
Q4 		– Sell
-6
Closed -$395 – 777
2025
Q3 		$395 Hold
6
– – ﹤0.01% 663
2025
Q2 		$378 Buy
+6
New +$360 ﹤0.01% 642

Other funds holding FDLO

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Dogwood Wealth Management's FDLO Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2025, closing a stake of 6 shares — an estimated $395 sold.

Dogwood Wealth Management first reported a position in FDLO in Q2 2025 and held it in 2 quarters. The position peaked at $395 in Q3 2025. 166 funds tracked by Wall St. Rank hold FDLO as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 6 Fidelity Low Volatility Factor ETF shares in Q4 2025, an estimated $395.
  • Dogwood Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $395 in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.