Drake & Associates’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Drake & Associates’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	$282K	Buy	+4,129	New	+$283K	0.05%	89

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 $77.5B AUM 27.94% 1-Year Est. Return

Drake & Associates's FDLO Position: Q2 2026 in Review

Drake & Associates opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 4,129 shares worth $282K. The stake represents 0.05% of the portfolio and ranks #89 among its holdings.

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

Drake & Associates held 4,129 shares of Fidelity Low Volatility Factor ETF worth $282K as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new Drake & Associates position in Q2 2026.
Fidelity Low Volatility Factor ETF made up 0.05% of Drake & Associates's portfolio in Q2 2026, its #89 holding.
169 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.