Root Financial Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Root Financial Partners’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 Q3	$3.18K	Buy	+45	New	+$3.22K	﹤0.01%	2413
2026 Q2	–	Sell	-102	Closed	-$6.59K	–	1342
2026 Q1	$6.59K	Buy	+102	New	+$6.85K	﹤0.01%	1843
2025 Q4	–	Sell	-202	Closed	-$13.3K	–	2468
2025 Q3	$13.3K	Buy	+202	New	+$13K	﹤0.01%	1317

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Root Financial Partners's FDLO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q3 2026: 45 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #2413 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FDLO as recently as Q1 2026.

Root Financial Partners first reported a position in FDLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.3K in Q3 2025. 115 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

Root Financial Partners held 45 shares of Fidelity Low Volatility Factor ETF worth $3.18K as of Q3 2026.
Fidelity Low Volatility Factor ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2413 holding.
Root Financial Partners first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Fidelity Low Volatility Factor ETF position peaked at $13.3K in Q3 2025.
115 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.