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
Q3 		$183K Sell
2,593
-666
-20% -$47.7K ﹤0.01% 2369
2026
Q2 		$223K Sell
3,259
-909
-22% -$62.3K ﹤0.01% 2169
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

MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Farther Finance Advisors's FDLO Position: Q3 2026 in Review

Farther Finance Advisors reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 20% in Q3 2026, selling an estimated $47.7K and leaving 2,593 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Farther Finance Advisors first reported a position in FDLO in Q2 2024 and has held it in 10 quarters since. The position peaked at $394K in Q4 2025. 15 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

  • Farther Finance Advisors held 2,593 shares of Fidelity Low Volatility Factor ETF worth $183K as of Q3 2026.
  • Farther Finance Advisors sold 666 Fidelity Low Volatility Factor ETF shares in Q3 2026, an estimated $47.7K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2369 holding.
  • Farther Finance Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Fidelity Low Volatility Factor ETF position peaked at $394K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.