Mosley Wealth Management
FDLO icon

Mosley Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Mosley Wealth 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 		$3.91K Hold
53
– – ﹤0.01% 446
2026
Q2 		$3.62K Buy
53
+31
+141% +$2.13K ﹤0.01% 453
2026
Q1 		$1.45K Buy
+22
New +$1.48K ﹤0.01% 404

Other funds holding FDLO

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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Kennedy Investment Group
Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Mosley Wealth Management's FDLO Position: Q3 2026 in Review

Mosley Wealth Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 53 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Mosley Wealth Management first reported a position in FDLO in Q1 2026 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

  • Mosley Wealth Management held 53 shares of Fidelity Low Volatility Factor ETF worth $3.91K as of Q3 2026.
  • Mosley Wealth Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #446 holding.
  • Mosley Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.