Johnson Financial Group Inc (Wisconsin)’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$2.39K	Hold	35	–	–	﹤0.01%	758
2026 Q1	$2.26K	Hold	35	–	–	﹤0.01%	774
2025 Q4	$2.34K	Buy	+35	New	+$2.32K	﹤0.01%	794

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 22.9% 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

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s FDLO Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 35 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Johnson Financial Group Inc (Wisconsin) first reported a position in FDLO in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 35 shares of Fidelity Low Volatility Factor ETF worth $2.39K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #758 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.