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Legacy Wealth Management (Idaho)’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Legacy Wealth Management (Idaho)’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 		$30.3K Hold
469
– – 0.02% 333
2025
Q4 		$31.3K Buy
+469
New +$31.1K 0.02% 276

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

Legacy Wealth Management (Idaho)'s FDLO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q1 2026 at 469 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #333.

Legacy Wealth Management (Idaho) first reported a position in FDLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $31.3K in Q4 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 469 shares of Fidelity Low Volatility Factor ETF worth $30.3K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Fidelity Low Volatility Factor ETF share count unchanged in Q1 2026.
  • Fidelity Low Volatility Factor ETF made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #333 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s Fidelity Low Volatility Factor ETF position peaked at $31.3K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.