HI
FDLO icon

Harbour Investments’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Harbour Investments’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 		$626K Buy
9,155
+5,299
+137% +$363K 0.01% 1020
2026
Q1 		$249K Buy
3,856
+3,773
+4,546% +$253K ﹤0.01% 1413
2025
Q4 		$5.54K Hold
83
– – ﹤0.01% 2981
2025
Q3 		$5.47K Sell
83
-13
-14% -$835 ﹤0.01% 2949
2025
Q2 		$6.03K Sell
96
-1,119
-92% -$67.2K ﹤0.01% 2809
2025
Q1 		$73.7K Hold
1,215
– – ﹤0.01% 1589
2024
Q4 		$73.6K Buy
1,215
+13
+1% +$802 ﹤0.01% 1524
2024
Q3 		$73.8K Hold
1,202
– – ﹤0.01% 1478
2024
Q2 		$68.6K Hold
1,202
– – ﹤0.01% 1413
2024
Q1 		$67.6K Hold
1,202
– – ﹤0.01% 1383
2023
Q4 		$63.7K Hold
1,202
– – ﹤0.01% 1346
2023
Q3 		$58.5K Buy
1,202
+3
+0.3% +$151 ﹤0.01% 1281
2023
Q2 		$60.1K Buy
1,199
+4
+0.3% +$194 ﹤0.01% 1275
2023
Q1 		$56.8K Buy
1,195
+4
+0.3% +$186 ﹤0.01% 1296
2022
Q4 		$55K Buy
1,191
+1,040
+689% +$47.5K ﹤0.01% 1257
2022
Q3 		$7K Hold
151
– – ﹤0.01% 2057
2022
Q2 		$7K Buy
+151
New +$7.07K ﹤0.01% 2057
2021
Q4 		$8K Sell
150
-1,177
-89% -$59.3K ﹤0.01% 2010
2021
Q3 		$63K Sell
1,327
-36
-3% -$1.76K ﹤0.01% 1630
2021
Q2 		$64K Buy
1,363
+4
+0.3% +$185 ﹤0.01% 1659
2021
Q1 		$60K Buy
+1,359
New +$58.3K ﹤0.01% 1582

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Harbour Investments's FDLO Position: Q2 2026 in Review

Harbour Investments increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 137% in Q2 2026, buying an estimated $363K and bringing the position to 9,155 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #1020.

Harbour Investments first reported a position in FDLO in Q1 2021 and has held it in 21 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Harbour Investments held 9,155 shares of Fidelity Low Volatility Factor ETF worth $626K as of Q2 2026.
  • Harbour Investments bought 5,299 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $363K.
  • Fidelity Low Volatility Factor ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1020 holding.
  • Harbour Investments first reported a position in Fidelity Low Volatility Factor ETF in Q1 2021 and has held it in 21 quarters since.
  • 172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.