Jones Financial Companies
FDLO icon

Jones Financial Companies’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Jones Financial Companies’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
Q1 		$9.46K Buy
+149
New +$10K ﹤0.01% 3598
2025
Q3 		– Sell
-75
Closed -$4.67K – 4278
2025
Q2 		$4.67K Buy
+75
New +$4.5K ﹤0.01% 3154
2025
Q1 		– Sell
-137
Closed -$8.3K – 3762
2024
Q4 		$8.3K Buy
+137
New +$8.46K ﹤0.01% 2592

Other funds holding FDLO

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Envestnet Asset Management
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LPL Financial
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CDWM
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Bank of America
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return