Sandy Spring Bank’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Sandy Spring Bank’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 Q1	$17.6K	Buy	+291	New	+$17.9K	﹤0.01%	756

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's FDLO Position: Q1 2025 in Review

Sandy Spring Bank opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q1 2025: 291 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #756 among its holdings.

140 funds tracked by Wall St. Rank hold FDLO as of Q1 2025.

Sandy Spring Bank held 291 shares of Fidelity Low Volatility Factor ETF worth $17.6K as of Q1 2025.
Fidelity Low Volatility Factor ETF was a new Sandy Spring Bank position in Q1 2025.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #756 holding.
140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.