John Overdeck’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

John Overdeck’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	$3.9M	Buy	+57,000	New	+$3.91M	﹤0.01%	2385
2026 Q1	–	Sell	-24,500	Closed	-$1.64M	–	4679
2025 Q4	$1.64M	Sell	24,500 -53,400	-69%	-$3.54M	﹤0.01%	2587
2025 Q3	$5.13M	Buy	+77,900	New	+$5M	0.01%	1442
2025 Q2	–	Sell	-93,700	Closed	-$5.68M	–	3278
2025 Q1	$5.68M	Buy	93,700 +10,200	+12%	+$627K	0.01%	1056
2024 Q4	$5.06M	Buy	83,500 +38,500	+86%	+$2.38M	0.01%	1093
2024 Q3	$2.76M	Buy	+45,000	New	+$2.66M	0.01%	1476

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 $77.5B AUM 27.94% 1-Year Est. Return

John Overdeck's FDLO Position: Q2 2026 in Review

John Overdeck opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 57,000 shares worth $3.9M. The stake represents ﹤0.01% of the portfolio and ranks #2385 among its holdings. This is a return to the name: John Overdeck previously reported a position in FDLO as recently as Q4 2025.

John Overdeck first reported a position in FDLO in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.68M in Q1 2025. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

John Overdeck held 57,000 shares of Fidelity Low Volatility Factor ETF worth $3.9M as of Q2 2026.
Fidelity Low Volatility Factor ETF was a new John Overdeck position in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2385 holding.
John Overdeck first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and has held it in 6 quarters since.
John Overdeck's Fidelity Low Volatility Factor ETF position peaked at $5.68M in Q1 2025.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.