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

Rehmann Capital Advisory 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
2026 Q1	$1.35M	Sell	20,877 -120	-0.6%	-$8.06K	0.07%	199
2025 Q4	$1.4M	Buy	20,997 +100	+0.5%	+$6.63K	0.07%	182
2025 Q3	$1.38M	Hold	20,897	–	–	0.08%	179
2025 Q2	$1.31M	Buy	20,897 +1	+0%	+$60	0.08%	171
2025 Q1	$1.27M	Hold	20,896	–	–	0.08%	182
2024 Q4	$1.27M	Buy	20,896 +1	+0%	+$62	0.08%	181
2024 Q3	$1.28M	Sell	20,895 -4,567	-18%	-$270K	0.08%	179
2024 Q2	$1.45M	Buy	25,462 +1	+0%	+$56	0.1%	155
2024 Q1	$1.43M	Sell	25,461 -50	-0.2%	-$2.73K	0.11%	151
2023 Q4	$1.35M	Hold	25,511	–	–	0.11%	146
2023 Q3	$1.24M	Buy	25,511 +1	+0%	+$50	0.12%	137
2023 Q2	$1.28M	Sell	25,510 -7,383	-22%	-$359K	0.11%	144
2023 Q1	$1.56M	Buy	32,893 +51	+0.2%	+$2.37K	0.15%	121
2022 Q4	$1.52M	Hold	32,842	–	–	0.16%	124
2022 Q3	$1.38M	Buy	32,842 +1	+0%	+$46	0.15%	127
2022 Q2	$1.47M	Hold	32,841	–	–	0.16%	118
2022 Q1	$1.64M	Sell	32,841 -703	-2%	-$34.4K	0.16%	118
2021 Q4	$1.75M	Hold	33,544	–	–	0.16%	108
2021 Q3	$1.59M	Hold	33,544	–	–	0.15%	114
2021 Q2	$1.58M	Sell	33,544 -3,663	-10%	-$169K	0.15%	107
2021 Q1	$1.63M	Hold	37,207	–	–	0.17%	99
2020 Q4	$1.59M	Buy	37,207 +982	+3%	+$40.3K	0.18%	97
2020 Q3	$1.43M	Hold	36,225	–	–	0.18%	101
2020 Q2	$1.33M	Buy	36,225 +3,558	+11%	+$125K	0.18%	101
2020 Q1	$1.02M	Buy	+32,667	New	+$1.21M	0.17%	104
2019 Q3	–	Sell	-3,714	Closed	-$133K	–	1803
2019 Q2	$133K	Hold	3,714	–	–	0.02%	530
2019 Q1	$126K	Buy	+3,714	New	+$121K	0.02%	528
2018 Q4	–	Sell	-114	Closed	-$3.84K	–	1913
2018 Q3	$3.84K	Hold	114	–	–	﹤0.01%	1627
2018 Q2	$3.54K	Hold	114	–	–	﹤0.01%	1639
2018 Q1	$3K	Buy	+114	New	+$3.52K	﹤0.01%	1625

Other funds holding FDLO

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 $18.5B AUM 19.51% 1-Year Est. Return

Rehmann Capital Advisory Group's FDLO Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 0.57% in Q1 2026, selling an estimated $8.06K and leaving 20,877 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #199.

Rehmann Capital Advisory Group first reported a position in FDLO in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.75M in Q4 2021. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Rehmann Capital Advisory Group held 20,877 shares of Fidelity Low Volatility Factor ETF worth $1.35M as of Q1 2026.
Rehmann Capital Advisory Group sold 120 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $8.06K.
Fidelity Low Volatility Factor ETF made up 0.07% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #199 holding.
Rehmann Capital Advisory Group first reported a position in Fidelity Low Volatility Factor ETF in Q1 2018 and has held it in 30 quarters since.
Rehmann Capital Advisory Group's Fidelity Low Volatility Factor ETF position peaked at $1.75M in Q4 2021.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.