MWM
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
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

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Mosley Wealth Management's FDLO Position: Q2 2026 in Review

Mosley Wealth Management increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 141% in Q2 2026, buying an estimated $2.13K and bringing the position to 53 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Mosley Wealth Management first reported a position in FDLO in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Mosley Wealth Management held 53 shares of Fidelity Low Volatility Factor ETF worth $3.62K as of Q2 2026.
  • Mosley Wealth Management bought 31 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $2.13K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Mosley Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.