Northwestern Mutual Wealth Management
FDLO icon

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

Northwestern Mutual 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 		$1.6M Buy
23,473
+390
+2% +$26.7K ﹤0.01% 1242
2026
Q1 		$1.49M Sell
23,083
-470
-2% -$31.6K ﹤0.01% 1208
2025
Q4 		$1.57M Buy
23,553
+229
+1% +$15.2K ﹤0.01% 1132
2025
Q3 		$1.54M Sell
23,324
-1,789
-7% -$115K ﹤0.01% 1089
2025
Q2 		$1.58M Sell
25,113
-3,567
-12% -$214K ﹤0.01% 1015
2025
Q1 		$1.74M Buy
28,680
+379
+1% +$23.3K ﹤0.01% 951
2024
Q4 		$1.71M Buy
28,301
+120
+0.4% +$7.41K ﹤0.01% 901
2024
Q3 		$1.73M Buy
28,181
+124
+0.4% +$7.32K ﹤0.01% 898
2024
Q2 		$1.6M Buy
28,057
+488
+2% +$27.1K ﹤0.01% 885
2024
Q1 		$1.55M Sell
27,569
-738
-3% -$40.3K ﹤0.01% 870
2023
Q4 		$1.5M Buy
28,307
+1,016
+4% +$51.4K ﹤0.01% 858
2023
Q3 		$1.33M Sell
27,291
-526
-2% -$26.4K ﹤0.01% 845
2023
Q2 		$1.39M Sell
27,817
-473
-2% -$23K ﹤0.01% 823
2023
Q1 		$1.34M Sell
28,290
-1,293
-4% -$60.1K ﹤0.01% 802
2022
Q4 		$1.37M Buy
29,583
+3,492
+13% +$160K ﹤0.01% 778
2022
Q3 		$1.09M Buy
26,091
+772
+3% +$35.5K ﹤0.01% 798
2022
Q2 		$1.13M Buy
25,319
+693
+3% +$32.4K ﹤0.01% 791
2022
Q1 		$1.23M Sell
24,626
-3,143
-11% -$154K ﹤0.01% 781
2021
Q4 		$1.45M Sell
27,769
-428
-2% -$21.6K ﹤0.01% 699
2021
Q3 		$1.34M Sell
28,197
-626
-2% -$30.6K ﹤0.01% 679
2021
Q2 		$1.36M Sell
28,823
-6,223
-18% -$287K ﹤0.01% 659
2021
Q1 		$1.54M Buy
35,046
+3,831
+12% +$164K ﹤0.01% 580
2020
Q4 		$1.33M Buy
31,215
+1,962
+7% +$80.6K ﹤0.01% 570
2020
Q3 		$1.16M Buy
29,253
+397
+1% +$15.4K ﹤0.01% 548
2020
Q2 		$1.06M Buy
28,856
+2,449
+9% +$85.8K ﹤0.01% 523
2020
Q1 		$824K Buy
26,407
+22,526
+580% +$834K ﹤0.01% 521
2019
Q4 		$150K Buy
+3,881
New +$145K ﹤0.01% 1066
2019
Q3 		– Sell
-215
Closed -$8K – 2529
2019
Q2 		$8K Sell
215
-987
-82% -$34.3K ﹤0.01% 2014
2019
Q1 		$41K Buy
+1,202
New +$39K ﹤0.01% 1438

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 22.9% 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
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
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Northwestern Mutual Wealth Management's FDLO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 1.7% in Q2 2026, buying an estimated $26.7K and bringing the position to 23,473 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Northwestern Mutual Wealth Management first reported a position in FDLO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.74M in Q1 2025. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 23,473 shares of Fidelity Low Volatility Factor ETF worth $1.6M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 390 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $26.7K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1242 holding.
  • Northwestern Mutual Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • Northwestern Mutual Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $1.74M in Q1 2025.
  • 173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.