Foundations Investment Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.67M Buy
74,355
+8,484
+13% +$533K 0.07% 213
2025
Q1
$3.99M Buy
65,871
+48,634
+282% +$2.95M 0.07% 220
2024
Q4
$1.04M Buy
17,237
+8,236
+92% +$499K 0.02% 387
2024
Q3
$552K Buy
+9,001
New +$552K 0.01% 500