FFA
FDLO icon

Farther Finance Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Farther Finance 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
Q1 		$271K Sell
4,168
-1,732
-29% -$116K ﹤0.01% 1806
2025
Q4 		$394K Buy
5,900
+1,381
+31% +$91.5K ﹤0.01% 1472
2025
Q3 		$298K Buy
4,519
+4,083
+936% +$262K ﹤0.01% 1389
2025
Q2 		$27.4K Buy
436
+71
+19% +$4.26K ﹤0.01% 2477
2025
Q1 		$22.1K Hold
365
– – ﹤0.01% 2342
2024
Q4 		$22.1K Hold
365
– – ﹤0.01% 2043
2024
Q3 		$22.4K Buy
365
+33
+10% +$1.95K ﹤0.01% 2040
2024
Q2 		$19K Buy
+332
New +$18.5K ﹤0.01% 1795

Other funds holding FDLO

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Envestnet Asset Management
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LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
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