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 Q3	$68.7K	Sell	972 -2,462	-72%	-$176K	﹤0.01%	2201
2026 Q2	$235K	Buy	3,434 +143	+4%	+$9.8K	﹤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%	905
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

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

IFP Advisors's FDLO Position: Q3 2026 in Review

IFP Advisors reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 72% in Q3 2026, selling an estimated $176K and leaving 972 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

IFP Advisors first reported a position in FDLO in Q3 2017 and has held it in 27 quarters since. The position peaked at $534K in Q3 2022. 45 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

IFP Advisors held 972 shares of Fidelity Low Volatility Factor ETF worth $68.7K as of Q3 2026.
IFP Advisors sold 2,462 Fidelity Low Volatility Factor ETF shares in Q3 2026, an estimated $176K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2201 holding.
IFP Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q3 2017 and has held it in 27 quarters since.
IFP Advisors's Fidelity Low Volatility Factor ETF position peaked at $534K in Q3 2022.
45 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.