Integrated Wealth Concepts’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
2025
Q1
$490K Buy
2024
Q4
$488K Buy
2024
Q3
$494K Sell
2024
Q2
$464K Buy
2024
Q1
$456K Buy
2023
Q4
$416K Buy
2023
Q3
$382K Buy
2023
Q2
$393K Buy
2023
Q1
$372K Buy
2022
Q4
$361K Buy
2022
Q3
$328K Buy
2022
Q2
$348K Buy
2022
Q1
$389K Buy
2021
Q4
$407K Buy
2021
Q3
$369K Buy