HHGA
FDLO icon

Halbert Hargrove Global Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Halbert Hargrove Global 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
Q2 		– Sell
-1
Closed -$66 – 737
2026
Q1 		$66 Buy
+1
New +$67 ﹤0.01% 366

Other funds holding FDLO

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MBTD
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TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Halbert Hargrove Global Advisors's FDLO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 1 share — an estimated $66 sold.

Halbert Hargrove Global Advisors first reported a position in FDLO in Q1 2026 and held it in 1 quarter. The position peaked at $66 in Q1 2026. 30 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Halbert Hargrove Global Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Fidelity Low Volatility Factor ETF share in Q2 2026, an estimated $66.
  • Halbert Hargrove Global Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q1 2026 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Fidelity Low Volatility Factor ETF position peaked at $66 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.