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Larson Financial Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Larson Financial Group’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 		$99.7K Sell
1,458
-1,630
-53% -$112K ﹤0.01% 1180
2026
Q1 		$199K Buy
3,088
+13
+0.4% +$873 0.01% 720
2025
Q4 		$205K Buy
+3,075
New +$204K 0.01% 688

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 22.96% 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
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Larson Financial Group's FDLO Position: Q2 2026 in Review

Larson Financial Group reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 53% in Q2 2026, selling an estimated $112K and leaving 1,458 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Larson Financial Group first reported a position in FDLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $205K in Q4 2025. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Larson Financial Group held 1,458 shares of Fidelity Low Volatility Factor ETF worth $99.7K as of Q2 2026.
  • Larson Financial Group sold 1,630 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $112K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1180 holding.
  • Larson Financial Group first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Fidelity Low Volatility Factor ETF position peaked at $205K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.