Logan Capital Management
FDLO icon

Logan Capital Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Logan Capital Management’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
Q3 		$212 Hold
3
– – ﹤0.01% 447
2026
Q2 		$205 Buy
+3
New +$206 ﹤0.01% 432
2025
Q4 		– Sell
-3
Closed -$198 – 333
2025
Q3 		$198 Hold
3
– – ﹤0.01% 480
2025
Q2 		$188 Hold
3
– – ﹤0.01% 478
2025
Q1 		$182 Hold
3
– – ﹤0.01% 564
2024
Q4 		$182 Buy
+3
New +$185 ﹤0.01% 537

Other funds holding FDLO

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Campbell Deegan Wealth Management
Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Logan Capital Management's FDLO Position: Q3 2026 in Review

Logan Capital Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 3 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Logan Capital Management first reported a position in FDLO in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

  • Logan Capital Management held 3 shares of Fidelity Low Volatility Factor ETF worth $212 as of Q3 2026.
  • Logan Capital Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q3 2026, its #447 holding.
  • Logan Capital Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Logan Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.