Kestra Investment Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Kestra Investment Management’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	–	Sell	-3,624	Closed	-$242K	–	466
2025 Q4	$242K	Buy	+3,624	New	+$240K	0.01%	390
2025 Q1	–	Sell	-1,249	Closed	-$75.7K	–	1062
2024 Q4	$75.7K	Buy	+1,249	New	+$77.1K	﹤0.01%	469

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners New York $70.8B 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

Kestra Investment Management's FDLO Position: Q1 2026 in Review

Kestra Investment Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2026, closing a stake of 3,624 shares — an estimated $242K sold.

Kestra Investment Management first reported a position in FDLO in Q4 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2025. 161 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Kestra Investment Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 3,624 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $242K.
Kestra Investment Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and held it in 2 quarters.
Kestra Investment Management's Fidelity Low Volatility Factor ETF position peaked at $242K in Q4 2025.
161 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.