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 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 $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Equitable Holdings's FDLO Position: Q1 2026 in Review

Equitable Holdings increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 7.8% in Q1 2026, buying an estimated $22.2K and bringing the position to 4,569 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Equitable Holdings first reported a position in FDLO in Q1 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Equitable Holdings held 4,569 shares of Fidelity Low Volatility Factor ETF worth $305K as of Q1 2026.
Equitable Holdings bought 330 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $22.2K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1450 holding.
Equitable Holdings first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.