MTM Investment Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

MTM Investment 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	$62.8K	Hold	919	–	–	0.02%	317
2026 Q1	$59.4K	Hold	919	–	–	0.02%	308
2025 Q4	$61.3K	Hold	919	–	–	0.02%	310
2025 Q3	$60.5K	Hold	919	–	–	0.02%	317
2025 Q2	$57.7K	Buy	+919	New	+$55.2K	0.02%	318

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MTM Investment Management's FDLO Position: Q2 2026 in Review

MTM Investment Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 919 shares worth $62.8K. The position accounts for 0.02% of the portfolio, ranked #317.

MTM Investment Management first reported a position in FDLO in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

MTM Investment Management held 919 shares of Fidelity Low Volatility Factor ETF worth $62.8K as of Q2 2026.
MTM Investment Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up 0.02% of MTM Investment Management's portfolio in Q2 2026, its #317 holding.
MTM Investment Management first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.