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 Q2	$1.04M	Buy	15,281 +402	+3%	+$27.6K	0.01%	693
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 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 22.9% 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

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

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

Envestnet Portfolio Solutions's FDLO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 2.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 15,281 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #693.

Envestnet Portfolio Solutions first reported a position in FDLO in Q2 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Envestnet Portfolio Solutions held 15,281 shares of Fidelity Low Volatility Factor ETF worth $1.04M as of Q2 2026.
Envestnet Portfolio Solutions bought 402 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $27.6K.
Fidelity Low Volatility Factor ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #693 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity Low Volatility Factor ETF in Q2 2024 and has held it in 9 quarters since.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.