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

EverSource 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
2026 Q2	$19.1K	Sell	279 -50	-15%	-$3.43K	﹤0.01%	2461
2026 Q1	$21.2K	Buy	329 +51	+18%	+$3.42K	﹤0.01%	2468
2025 Q4	$18.6K	Hold	278	–	–	﹤0.01%	2433
2025 Q3	$18.3K	Hold	278	–	–	﹤0.01%	2425
2025 Q2	$17.5K	Hold	278	–	–	﹤0.01%	2404
2025 Q1	$16.9K	Buy	+278	New	+$17.1K	﹤0.01%	1794

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

EverSource Wealth Advisors's FDLO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 15% in Q2 2026, selling an estimated $3.43K and leaving 279 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

EverSource Wealth Advisors first reported a position in FDLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.2K in Q1 2026. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

EverSource Wealth Advisors held 279 shares of Fidelity Low Volatility Factor ETF worth $19.1K as of Q2 2026.
EverSource Wealth Advisors sold 50 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $3.43K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2461 holding.
EverSource Wealth Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's Fidelity Low Volatility Factor ETF position peaked at $21.2K in Q1 2026.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.