Key Financial Inc’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Key Financial Inc’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	–	Sell	-2,427	Closed	-$157K	–	1380
2026 Q1	$157K	Hold	2,427	–	–	0.03%	329
2025 Q4	$162K	Hold	2,427	–	–	0.03%	328
2025 Q3	$160K	Hold	2,427	–	–	0.03%	325
2025 Q2	$152K	Hold	2,427	–	–	0.03%	314
2025 Q1	$147K	Hold	2,427	–	–	0.03%	306
2024 Q4	$147K	Hold	2,427	–	–	0.03%	301
2024 Q3	$149K	Hold	2,427	–	–	0.03%	286
2024 Q2	$138K	Buy	+2,427	New	+$135K	0.03%	283

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 $72.2B AUM 27.85% 1-Year Est. Return

Key Financial Inc's FDLO Position: Q2 2026 in Review

Key Financial Inc sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 2,427 shares — an estimated $157K sold.

Key Financial Inc first reported a position in FDLO in Q2 2024 and held it in 8 quarters. The position peaked at $162K in Q4 2025. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Key Financial Inc reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 2,427 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $157K.
Key Financial Inc first reported a position in Fidelity Low Volatility Factor ETF in Q2 2024 and held it in 8 quarters.
Key Financial Inc's Fidelity Low Volatility Factor ETF position peaked at $162K in Q4 2025.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.