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 Q2	$718K	Buy	10,500 +104	+1%	+$7.13K	0.01%	687
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 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 22.96% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AWM

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

Focus Partners Advisor Solutions's FDLO Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 1% in Q2 2026, buying an estimated $7.13K and bringing the position to 10,500 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #687.

Focus Partners Advisor Solutions first reported a position in FDLO in Q3 2023 and has held it in 12 quarters since. The position peaked at $993K in Q3 2025. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Focus Partners Advisor Solutions held 10,500 shares of Fidelity Low Volatility Factor ETF worth $718K as of Q2 2026.
Focus Partners Advisor Solutions bought 104 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $7.13K.
Fidelity Low Volatility Factor ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #687 holding.
Focus Partners Advisor Solutions first reported a position in Fidelity Low Volatility Factor ETF in Q3 2023 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's Fidelity Low Volatility Factor ETF position peaked at $993K in Q3 2025.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.