Eastern Bank
FDLO icon

Eastern Bank’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Eastern Bank’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 		– Sell
-7
Closed -$467 – 1131
2025
Q4 		$467 Buy
+7
New +$464 ﹤0.01% 1082
2025
Q1 		– Sell
-207
Closed -$12.5K – 1003
2024
Q4 		$12.5K Buy
+207
New +$12.8K ﹤0.01% 756

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Eastern Bank's FDLO Position: Q1 2026 in Review

Eastern Bank sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2026, closing a stake of 7 shares — an estimated $467 sold.

Eastern Bank first reported a position in FDLO in Q4 2024 and held it in 2 quarters. The position peaked at $12.5K in Q4 2024. 165 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Eastern Bank reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Eastern Bank sold 7 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $467.
  • Eastern Bank first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and held it in 2 quarters.
  • Eastern Bank's Fidelity Low Volatility Factor ETF position peaked at $12.5K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Eastern Bank's 13F filing for Q1 2026, filed 7 Apr 2026.