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Regatta Capital Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Regatta Capital Group’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
-7,578
Closed -$499K – 216
2025
Q3 		$499K Hold
7,578
– – 0.08% 141
2025
Q2 		$476K Buy
+7,578
New +$455K 0.08% 142

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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Regatta Capital Group's FDLO Position: Q4 2025 in Review

Regatta Capital Group sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2025, closing a stake of 7,578 shares — an estimated $499K sold.

Regatta Capital Group first reported a position in FDLO in Q2 2025 and held it in 2 quarters. The position peaked at $499K in Q3 2025. 166 funds tracked by Wall St. Rank hold FDLO as of Q4 2025.

  • Regatta Capital Group reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Regatta Capital Group sold 7,578 Fidelity Low Volatility Factor ETF shares in Q4 2025, an estimated $499K.
  • Regatta Capital Group first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and held it in 2 quarters.
  • Regatta Capital Group's Fidelity Low Volatility Factor ETF position peaked at $499K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2025.

Based on Regatta Capital Group's 13F filing for Q4 2025, filed 13 Jan 2026.