FPAS
FDLO icon

Focus Partners Advisor Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Focus Partners Advisor Solutions’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 		$672K Sell
10,396
-24
-0.2% -$1.61K 0.01% 687
2025
Q4 		$696K Sell
10,420
-4,582
-31% -$304K 0.01% 605
2025
Q3 		$993K Buy
15,002
+4,934
+49% +$317K 0.01% 525
2025
Q2 		$632K Buy
10,068
+24
+0.2% +$1.44K 0.01% 595
2025
Q1 		$609K Buy
10,044
+3,297
+49% +$203K 0.01% 532
2024
Q4 		$409K Sell
6,747
-1,216
-15% -$75.1K 0.01% 521
2024
Q3 		$489K Hold
7,963
– – 0.01% 457
2024
Q2 		$454K Buy
7,963
+48
+0.6% +$2.67K 0.01% 392
2024
Q1 		$445K Buy
7,915
+628
+9% +$34.3K 0.01% 387
2023
Q4 		$386K Buy
7,287
+590
+9% +$29.9K 0.02% 289
2023
Q3 		$326K Buy
+6,697
New +$336K 0.02% 337

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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