IFP Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

IFP 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	$235K	Buy	3,434 +143	+4%	+$9.81K	﹤0.01%	1431
2026 Q1	$213K	Buy	3,291 +29	+0.9%	+$1.95K	﹤0.01%	1367
2025 Q4	$218K	Buy	3,262 +62	+2%	+$4.11K	﹤0.01%	1335
2025 Q3	$211K	Sell	3,200 -311	-9%	-$20K	0.01%	1258
2025 Q2	$220K	Buy	3,511 +443	+14%	+$26.6K	0.01%	1229
2025 Q1	$186K	Hold	3,068	–	–	0.01%	1210
2024 Q4	$186K	Hold	3,068	–	–	0.01%	1149
2024 Q3	$188K	Hold	3,068	–	–	0.01%	1123
2024 Q2	$175K	Hold	3,068	–	–	0.01%	1105
2024 Q1	$172K	Sell	3,068 -38	-1%	-$2.08K	0.01%	1070
2023 Q4	$165K	Buy	3,106 +38	+1%	+$1.92K	0.01%	1038
2023 Q3	$149K	Sell	3,068 -2,807	-48%	-$141K	0.01%	1100
2023 Q2	$294K	Sell	5,875 -2,555	-30%	-$124K	0.01%	847
2023 Q1	$263K	Sell	8,430 -8,223	-49%	-$383K	0.01%	840
2022 Q4	$517K	Sell	16,653 -501	-3%	-$22.9K	0.01%	880
2022 Q3	$534K	Buy	17,154 +512	+3%	+$23.6K	0.01%	904
2022 Q2	$517K	Hold	16,642	–	–	0.02%	835
2022 Q1	$517K	Buy	+16,642	New	+$814K	0.02%	835
2021 Q1	–	Sell	-3,793	Closed	-$163K	–	3068
2020 Q4	$161K	Hold	3,793	–	–	0.01%	903
2020 Q3	$151K	Buy	+3,793	New	+$147K	0.01%	811
2020 Q2	–	Sell	-1	Closed	-$35	–	2794
2020 Q1	$0	Sell	1 -202	-100%	-$7.48K	﹤0.01%	2836
2019 Q4	$8K	Buy	203 +1	+0.5%	+$37	﹤0.01%	2013
2019 Q3	$7K	Buy	+202	New	+$7.36K	﹤0.01%	2215
2018 Q2	–	Sell	-360	Closed	-$11K	–	3930
2018 Q1	$11K	Hold	360	–	–	﹤0.01%	2725
2017 Q4	$11K	Hold	360	–	–	﹤0.01%	2764
2017 Q3	$10K	Buy	+360	New	+$10.1K	﹤0.01%	3014

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

IFP Advisors's FDLO Position: Q2 2026 in Review

IFP Advisors increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 4.3% in Q2 2026, buying an estimated $9.81K and bringing the position to 3,434 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

IFP Advisors first reported a position in FDLO in Q3 2017 and has held it in 26 quarters since. The position peaked at $534K in Q3 2022. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

IFP Advisors held 3,434 shares of Fidelity Low Volatility Factor ETF worth $235K as of Q2 2026.
IFP Advisors bought 143 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $9.81K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1431 holding.
IFP Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q3 2017 and has held it in 26 quarters since.
IFP Advisors's Fidelity Low Volatility Factor ETF position peaked at $534K in Q3 2022.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.