N.E.W. Advisory Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

N.E.W. Advisory Services’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	$43.7K	Buy	+618	New	+$44.2K	﹤0.01%	391

Other funds holding FDLO

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

N.E.W. Advisory Services's FDLO Position: Q3 2026 in Review

N.E.W. Advisory Services opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q3 2026: 618 shares worth $43.7K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings.

106 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

N.E.W. Advisory Services held 618 shares of Fidelity Low Volatility Factor ETF worth $43.7K as of Q3 2026.
Fidelity Low Volatility Factor ETF was a new N.E.W. Advisory Services position in Q3 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q3 2026, its #391 holding.
106 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on N.E.W. Advisory Services's 13F filing for Q3 2026, filed 9 Nov 2026.