Donaldson Capital Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Donaldson Capital 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
2026 Q2	$1.97M	Buy	+28,852	New	+$1.98M	0.06%	122

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 22.96% 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

AAS

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

AWM

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

Donaldson Capital Management's FDLO Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 28,852 shares worth $1.97M. The stake represents 0.06% of the portfolio and ranks #122 among its holdings.

171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Donaldson Capital Management held 28,852 shares of Fidelity Low Volatility Factor ETF worth $1.97M as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new Donaldson Capital Management position in Q2 2026.
Fidelity Low Volatility Factor ETF made up 0.06% of Donaldson Capital Management's portfolio in Q2 2026, its #122 holding.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.