Kingswood Wealth Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Kingswood Wealth Advisors’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	$337K	Sell	4,938 -446	-8%	-$30.6K	0.01%	734
2026 Q1	$348K	Buy	5,384 +130	+2%	+$8.73K	0.02%	664
2025 Q4	$351K	Buy	5,254 +304	+6%	+$20.2K	0.02%	629
2025 Q3	$326K	Buy	4,950 +22	+0.4%	+$1.41K	0.02%	598
2025 Q2	$309K	Sell	4,928 -18	-0.4%	-$1.08K	0.02%	559
2025 Q1	$300K	Sell	4,946 -53	-1%	-$3.26K	0.03%	546
2024 Q4	$303K	Sell	4,999 -891	-15%	-$55K	0.02%	601
2024 Q3	$361K	Buy	5,890 +59	+1%	+$3.48K	0.03%	532
2024 Q2	$333K	Buy	+5,831	New	+$324K	0.03%	490
2024 Q1	–	Sell	-6,817	Closed	-$361K	–	644
2023 Q4	$361K	Buy	+6,817	New	+$345K	0.04%	418

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

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

Kingswood Wealth Advisors's FDLO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 8.3% in Q2 2026, selling an estimated $30.6K and leaving 4,938 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #734.

Kingswood Wealth Advisors first reported a position in FDLO in Q4 2023 and has held it in 10 quarters since. The position peaked at $361K in Q3 2024. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Kingswood Wealth Advisors held 4,938 shares of Fidelity Low Volatility Factor ETF worth $337K as of Q2 2026.
Kingswood Wealth Advisors sold 446 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $30.6K.
Fidelity Low Volatility Factor ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #734 holding.
Kingswood Wealth Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q4 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's Fidelity Low Volatility Factor ETF position peaked at $361K in Q3 2024.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.