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EP Wealth Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

EP Wealth Advisors’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
2025
Q1 		– Sell
-1,822
Closed -$110K – 1317
2024
Q4 		$110K Buy
1,822
+183
+11% +$11.3K ﹤0.01% 1188
2024
Q3 		$101K Buy
+1,639
New +$96.7K ﹤0.01% 1144

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EP Wealth Advisors's FDLO Position: Q1 2025 in Review

EP Wealth Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2025, closing a stake of 1,822 shares — an estimated $110K sold.

EP Wealth Advisors first reported a position in FDLO in Q3 2024 and held it in 2 quarters. The position peaked at $110K in Q4 2024. 140 funds tracked by Wall St. Rank hold FDLO as of Q1 2025.

  • EP Wealth Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 1,822 Fidelity Low Volatility Factor ETF shares in Q1 2025, an estimated $110K.
  • EP Wealth Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Fidelity Low Volatility Factor ETF position peaked at $110K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.