Envestnet Portfolio Solutions
FDLO icon

Envestnet Portfolio Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Envestnet Portfolio Solutions’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 		$961K Buy
14,879
+705
+5% +$47.3K 0.01% 647
2025
Q4 		$946K Buy
14,174
+2,899
+26% +$192K ﹤0.01% 780
2025
Q3 		$743K Sell
11,275
-4,502
-29% -$289K ﹤0.01% 856
2025
Q2 		$991K Buy
15,777
+2,039
+15% +$122K ﹤0.01% 792
2025
Q1 		$833K Sell
13,738
-751
-5% -$46.2K ﹤0.01% 855
2024
Q4 		$878K Buy
14,489
+4,323
+43% +$267K ﹤0.01% 983
2024
Q3 		$624K Buy
10,166
+2,356
+30% +$139K ﹤0.01% 1081
2024
Q2 		$445K Buy
+7,810
New +$434K ﹤0.01% 1190

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
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