Global Retirement Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Global Retirement Partners’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
2025 Q4	$141K	Sell	2,114 -52	-2%	-$3.45K	﹤0.01%	1690
2025 Q3	$143K	Buy	2,166 +6	+0.3%	+$385	﹤0.01%	1348
2025 Q2	$136K	Buy	+2,160	New	+$130K	﹤0.01%	1281
2024 Q4	$130K	Buy	2,148 +2,046	+2,006%	+$126K	﹤0.01%	1147
2024 Q3	$6.26K	Hold	102	–	–	﹤0.01%	2466
2024 Q2	$5.82K	Hold	102	–	–	﹤0.01%	2551
2024 Q1	$5.73K	Buy	+102	New	+$5.57K	﹤0.01%	2341

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Global Retirement Partners's FDLO Position: Q4 2025 in Review

Global Retirement Partners reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 2.4% in Q4 2025, selling an estimated $3.45K and leaving 2,114 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Global Retirement Partners first reported a position in FDLO in Q1 2024 and has held it in 7 quarters since. The position peaked at $143K in Q3 2025. 166 funds tracked by Wall St. Rank hold FDLO as of Q4 2025.

Global Retirement Partners held 2,114 shares of Fidelity Low Volatility Factor ETF worth $141K as of Q4 2025.
Global Retirement Partners sold 52 Fidelity Low Volatility Factor ETF shares in Q4 2025, an estimated $3.45K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1690 holding.
Global Retirement Partners first reported a position in Fidelity Low Volatility Factor ETF in Q1 2024 and has held it in 7 quarters since.
Global Retirement Partners's Fidelity Low Volatility Factor ETF position peaked at $143K in Q3 2025.
166 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.