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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
Q2 		– Sell
-469
Closed -$30.3K – 447
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 $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 22.9% 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
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
AE Wealth Management
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

Legacy Wealth Management (Idaho)'s FDLO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 469 shares — an estimated $30.3K sold.

Legacy Wealth Management (Idaho) first reported a position in FDLO in Q4 2025 and held it in 2 quarters. The position peaked at $31.3K in Q4 2025. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 469 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $30.3K.
  • Legacy Wealth Management (Idaho) first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Fidelity Low Volatility Factor ETF position peaked at $31.3K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.