RMR Wealth Builders’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

RMR Wealth Builders’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	–	Sell	-3,224	Closed	-$208K	–	320
2026 Q1	$208K	Buy	+3,224	New	+$216K	0.02%	267
2025 Q4	–	Sell	-3,225	Closed	-$212K	–	280
2025 Q3	$212K	Sell	3,225 -315	-9%	-$20.2K	0.02%	269
2025 Q2	$222K	Sell	3,540 -266	-7%	-$16K	0.02%	266
2025 Q1	$231K	Buy	3,806 +8	+0.2%	+$492	0.02%	234
2024 Q4	$230K	Buy	3,798 +7	+0.2%	+$432	0.02%	238
2024 Q3	$233K	Buy	3,791 +6	+0.2%	+$354	0.02%	234
2024 Q2	$216K	Sell	3,785 -80	-2%	-$4.45K	0.02%	237
2024 Q1	$217K	Sell	3,865 -1,847	-32%	-$101K	0.03%	247
2023 Q4	$303K	Sell	5,712 -8,011	-58%	-$406K	0.04%	191
2023 Q3	$667K	Buy	+13,723	New	+$689K	0.11%	103

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

RMR Wealth Builders's FDLO Position: Q2 2026 in Review

RMR Wealth Builders sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 3,224 shares — an estimated $208K sold.

RMR Wealth Builders first reported a position in FDLO in Q3 2023 and held it in 10 quarters. The position peaked at $667K in Q3 2023. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

RMR Wealth Builders reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
RMR Wealth Builders sold 3,224 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $208K.
RMR Wealth Builders first reported a position in Fidelity Low Volatility Factor ETF in Q3 2023 and held it in 10 quarters.
RMR Wealth Builders's Fidelity Low Volatility Factor ETF position peaked at $667K in Q3 2023.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.