KWA
FDLO icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
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