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
2025 Q3	$326K	Buy
2025 Q2	$309K	Sell
2025 Q1	$300K	Sell
2024 Q4	$303K	Sell
2024 Q3	$361K	Buy
2024 Q2	$333K	Buy
2024 Q1	–	Sell
2023 Q4	$361K	Buy