RWB
FDLO icon

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
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
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
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
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 $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return