Principal Securities
FDLO icon

Principal Securities’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Principal Securities’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
Q4 		– Sell
-130
Closed -$8.56K – 2064
2025
Q3 		$8.56K Hold
130
– – ﹤0.01% 2780
2025
Q2 		$8.16K Sell
130
-78
-38% -$4.68K ﹤0.01% 2698
2025
Q1 		$12.6K Hold
208
– – ﹤0.01% 2429
2024
Q4 		$12.6K Hold
208
– – ﹤0.01% 2425
2024
Q3 		$12.8K Buy
+208
New +$12.3K ﹤0.01% 2326

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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Principal Securities's FDLO Position: Q4 2025 in Review

Principal Securities sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2025, closing a stake of 130 shares — an estimated $8.56K sold.

Principal Securities first reported a position in FDLO in Q3 2024 and held it in 5 quarters. The position peaked at $12.8K in Q3 2024. 167 funds tracked by Wall St. Rank hold FDLO as of Q4 2025.

  • Principal Securities reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 130 Fidelity Low Volatility Factor ETF shares in Q4 2025, an estimated $8.56K.
  • Principal Securities first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Fidelity Low Volatility Factor ETF position peaked at $12.8K in Q3 2024.
  • 167 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.