Kestra Private Wealth Services
FDLO icon

Kestra Private Wealth Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Kestra Private Wealth Services’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 		$2.12M Sell
30,954
-854
-3% -$58.6K 0.02% 572
2026
Q1 		$2.05M Buy
31,808
+1,002
+3% +$67.3K 0.03% 544
2025
Q4 		$2.06M Buy
30,806
+3,700
+14% +$245K 0.03% 534
2025
Q3 		$1.79M Buy
27,106
+1,011
+4% +$64.9K 0.02% 563
2025
Q2 		$1.64M Buy
26,095
+1,546
+6% +$92.9K 0.02% 561
2025
Q1 		$1.49M Buy
24,549
+4,181
+21% +$257K 0.02% 542
2024
Q4 		$1.23M Buy
20,368
+10,070
+98% +$622K 0.02% 572
2024
Q3 		$632K Buy
+10,298
New +$608K 0.01% 789
2024
Q2 		– Sell
-3,783
Closed -$213K – 1372
2024
Q1 		$213K Sell
3,783
-2,198
-37% -$120K ﹤0.01% 1163
2023
Q4 		$317K Sell
5,981
-299
-5% -$15.1K 0.01% 921
2023
Q3 		$305K Buy
6,280
+93
+2% +$4.67K 0.01% 860
2023
Q2 		$310K Buy
6,187
+1,915
+45% +$93K 0.01% 810
2023
Q1 		$203K Buy
+4,272
New +$199K 0.01% 924
2022
Q2 		– Sell
-5,326
Closed -$266K – 951
2022
Q1 		$266K Sell
5,326
-50
-0.9% -$2.45K 0.01% 782
2021
Q4 		$281K Buy
+5,376
New +$271K 0.01% 793

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Kestra Private Wealth Services's FDLO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 2.7% in Q2 2026, selling an estimated $58.6K and leaving 30,954 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #572.

Kestra Private Wealth Services first reported a position in FDLO in Q4 2021 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Kestra Private Wealth Services held 30,954 shares of Fidelity Low Volatility Factor ETF worth $2.12M as of Q2 2026.
  • Kestra Private Wealth Services sold 854 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $58.6K.
  • Fidelity Low Volatility Factor ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #572 holding.
  • Kestra Private Wealth Services first reported a position in Fidelity Low Volatility Factor ETF in Q4 2021 and has held it in 15 quarters since.
  • 173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.