Hershey Financial Advisers’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Hershey Financial Advisers’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	-18,727	Closed	-$1.21M	–	94
2026 Q1	$1.21M	Buy	+18,727	New	+$1.26M	1.04%	37
2025 Q4	–	Sell	-18,350	Closed	-$1.21M	–	85
2025 Q3	$1.21M	Buy	+18,350	New	+$1.18M	1.04%	43
2024 Q4	$1.2M	Buy	+19,768	New	+$1.22M	1.05%	37

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

Hershey Financial Advisers's FDLO Position: Q2 2026 in Review

Hershey Financial Advisers sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 18,727 shares — an estimated $1.21M sold.

Hershey Financial Advisers first reported a position in FDLO in Q4 2024 and held it in 3 quarters. The position peaked at $1.21M in Q1 2026. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Hershey Financial Advisers reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
Hershey Financial Advisers sold 18,727 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $1.21M.
Hershey Financial Advisers first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and held it in 3 quarters.
Hershey Financial Advisers's Fidelity Low Volatility Factor ETF position peaked at $1.21M in Q1 2026.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.