Raymond James Financial
FDLO icon

Raymond James Financial’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Raymond James Financial’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
Q1 		$9.48M Buy
146,728
+5,214
+4% +$350K ﹤0.01% 2071
2025
Q4 		$9.45M Buy
141,514
+14,229
+11% +$943K ﹤0.01% 2009
2025
Q3 		$8.38M Buy
127,285
+22,700
+22% +$1.46M ﹤0.01% 2065
2025
Q2 		$6.57M Buy
104,585
+1,888
+2% +$113K ﹤0.01% 2181
2025
Q1 		$6.23M Buy
102,697
+603
+0.6% +$37.1K ﹤0.01% 2180
2024
Q4 		$6.19M Buy
+102,094
New +$6.3M ﹤0.01% 2187

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 22.96% 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 $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial's FDLO Position: Q1 2026 in Review

Raymond James Financial increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 3.7% in Q1 2026, buying an estimated $350K and bringing the position to 146,728 shares worth $9.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Raymond James Financial first reported a position in FDLO in Q4 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Raymond James Financial held 146,728 shares of Fidelity Low Volatility Factor ETF worth $9.48M as of Q1 2026.
  • Raymond James Financial bought 5,214 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $350K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2071 holding.
  • Raymond James Financial first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.