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Regatta Research & Money Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Regatta Research & Money 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
Q2 		$90.4K Buy
+1,323
New +$90.7K 0.09% 190

Other funds holding FDLO

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $78.6B AUM 28.08% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Regatta Research & Money Management's FDLO Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026: 1,323 shares worth $90.4K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

133 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Regatta Research & Money Management held 1,323 shares of Fidelity Low Volatility Factor ETF worth $90.4K as of Q2 2026.
  • Fidelity Low Volatility Factor ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Fidelity Low Volatility Factor ETF made up 0.09% of Regatta Research & Money Management's portfolio in Q2 2026, its #190 holding.
  • 133 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.