EWA
FDLO icon

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

EP Wealth Advisors’s Portfolio FDLO Stock Details FDLO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,822
Closed -$110K – 1317
2024
Q4 		$110K Buy
1,822
+183
+11% +$11.1K ﹤0.01% 1188
2024
Q3 		$101K Buy
+1,639
New +$101K ﹤0.01% 1144