MASECO Private Wealth
FDLO icon

MASECO Private Wealth’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

MASECO Private Wealth’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 		– Sell
-376
Closed -$25.2K – 448
2025
Q4 		$25.2K Buy
+376
New +$24.9K ﹤0.01% 241
2025
Q3 		– Sell
-374
Closed -$23.5K – 354
2025
Q2 		$23.5K Buy
+374
New +$22.5K ﹤0.01% 240

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MASECO Private Wealth's FDLO Position: Q1 2026 in Review

MASECO Private Wealth sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2026, closing a stake of 376 shares — an estimated $25.2K sold.

MASECO Private Wealth first reported a position in FDLO in Q2 2025 and held it in 2 quarters. The position peaked at $25.2K in Q4 2025. 165 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • MASECO Private Wealth reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 376 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $25.2K.
  • MASECO Private Wealth first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Fidelity Low Volatility Factor ETF position peaked at $25.2K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.