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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Howe & Rusling's FDLO Position: Q1 2026 in Review

Howe & Rusling sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2026, closing a stake of 245 shares — an estimated $16.4K sold.

Howe & Rusling first reported a position in FDLO in Q4 2025 and held it in 1 quarter. The position peaked at $16.4K in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Howe & Rusling reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Howe & Rusling sold 245 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $16.4K.
  • Howe & Rusling first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and held it in 1 quarter.
  • Howe & Rusling's Fidelity Low Volatility Factor ETF position peaked at $16.4K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.