Orion Portfolio Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	–	Sell	-4,032	Closed	-$244K	–	1903
2024 Q4	$244K	Buy	+4,032	New	+$249K	﹤0.01%	1662
2024 Q3	–	Sell	-4,619	Closed	-$263K	–	1805
2024 Q2	$263K	Buy	4,619 +804	+21%	+$44.7K	﹤0.01%	1508
2024 Q1	$214K	Buy	+3,815	New	+$208K	﹤0.01%	1590

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Portfolio Solutions's FDLO Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2025, closing a stake of 4,032 shares — an estimated $244K sold.

Orion Portfolio Solutions first reported a position in FDLO in Q1 2024 and held it in 3 quarters. The position peaked at $263K in Q2 2024. 140 funds tracked by Wall St. Rank hold FDLO as of Q1 2025.

Orion Portfolio Solutions reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2025 after selling out during the quarter.
Orion Portfolio Solutions sold 4,032 Fidelity Low Volatility Factor ETF shares in Q1 2025, an estimated $244K.
Orion Portfolio Solutions first reported a position in Fidelity Low Volatility Factor ETF in Q1 2024 and held it in 3 quarters.
Orion Portfolio Solutions's Fidelity Low Volatility Factor ETF position peaked at $263K in Q2 2024.
140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.