Equitable Holdings’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Equitable Holdings’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	$313K	Buy	4,580 +11	+0.2%	+$754	﹤0.01%	1536
2026 Q1	$305K	Buy	4,569 +330	+8%	+$22.2K	﹤0.01%	1450
2025 Q4	$283K	Buy	4,239 +151	+4%	+$10K	﹤0.01%	1357
2025 Q3	$269K	Buy	4,088 +501	+14%	+$32.2K	﹤0.01%	1316
2025 Q2	$225K	Buy	3,587 +267	+8%	+$16K	﹤0.01%	1324
2025 Q1	$201K	Buy	+3,320	New	+$204K	﹤0.01%	1262

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 22.96% 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

AAS

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

AWM

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

Equitable Holdings's FDLO Position: Q2 2026 in Review

Equitable Holdings increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 0.24% in Q2 2026, buying an estimated $754 and bringing the position to 4,580 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Equitable Holdings first reported a position in FDLO in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Equitable Holdings held 4,580 shares of Fidelity Low Volatility Factor ETF worth $313K as of Q2 2026.
Equitable Holdings bought 11 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $754.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1536 holding.
Equitable Holdings first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.