Montag & Associates
FDLO icon

Montag & Associates’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Montag & Associates’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
-200
Closed -$13.3K – 959
2025
Q4 		$13.3K Buy
+200
New +$13.3K ﹤0.01% 743

Other funds holding FDLO

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Envestnet Asset Management
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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

Montag & Associates's FDLO Position: Q1 2026 in Review

Montag & Associates sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2026, closing a stake of 200 shares — an estimated $13.3K sold.

Montag & Associates first reported a position in FDLO in Q4 2025 and held it in 1 quarter. The position peaked at $13.3K in Q4 2025. 165 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Montag & Associates reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 200 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $13.3K.
  • Montag & Associates first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and held it in 1 quarter.
  • Montag & Associates's Fidelity Low Volatility Factor ETF position peaked at $13.3K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.