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Howe & Rusling’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Howe & Rusling’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 		$5.03K Buy
+74
New +$5.08K ﹤0.01% 456
2026
Q1 		– Sell
-245
Closed -$16.4K – 488
2025
Q4 		$16.4K Buy
+245
New +$16.2K ﹤0.01% 413

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

Howe & Rusling's FDLO Position: Q2 2026 in Review

Howe & Rusling opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 74 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in FDLO as recently as Q4 2025.

Howe & Rusling first reported a position in FDLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.4K in Q4 2025. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Howe & Rusling held 74 shares of Fidelity Low Volatility Factor ETF worth $5.03K as of Q2 2026.
  • Fidelity Low Volatility Factor ETF was a new Howe & Rusling position in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #456 holding.
  • Howe & Rusling first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Howe & Rusling's Fidelity Low Volatility Factor ETF position peaked at $16.4K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.