Physician Wealth Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Physician Wealth Advisors’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	$2.31K	Hold	34	–	–	﹤0.01%	1449
2026 Q1	$2.17K	Hold	34	–	–	﹤0.01%	1319
2025 Q4	$2.24K	Buy	34 +1	+3%	+$66	﹤0.01%	1239
2025 Q3	$2.2K	Hold	33	–	–	﹤0.01%	1179
2025 Q2	$2.09K	Hold	33	–	–	﹤0.01%	1032
2025 Q1	$2.01K	Hold	33	–	–	﹤0.01%	866
2024 Q4	$2K	Buy	+33	New	+$2.04K	﹤0.01%	849

Other funds holding FDLO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

GFG Capital Miami, Florida $363M AUM 45.53% 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

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Physician Wealth Advisors's FDLO Position: Q2 2026 in Review

Physician Wealth Advisors held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 34 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Physician Wealth Advisors first reported a position in FDLO in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Physician Wealth Advisors held 34 shares of Fidelity Low Volatility Factor ETF worth $2.31K as of Q2 2026.
Physician Wealth Advisors left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1449 holding.
Physician Wealth Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.