Savvy Advisors Inc’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Savvy Advisors Inc’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	$475K	Sell	6,957 -104	-1%	-$7.13K	0.01%	799
2026 Q1	$456K	Buy	7,061 +684	+11%	+$45.9K	0.01%	709
2025 Q4	$426K	Sell	6,377 -818	-11%	-$54.2K	0.01%	625
2025 Q3	$474K	Buy	7,195 +3,866	+116%	+$248K	0.02%	442
2025 Q2	$209K	Buy	+3,329	New	+$200K	0.01%	599

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 22.9% 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

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

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

Savvy Advisors Inc's FDLO Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 1.5% in Q2 2026, selling an estimated $7.13K and leaving 6,957 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #799.

Savvy Advisors Inc first reported a position in FDLO in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Savvy Advisors Inc held 6,957 shares of Fidelity Low Volatility Factor ETF worth $475K as of Q2 2026.
Savvy Advisors Inc sold 104 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $7.13K.
Fidelity Low Volatility Factor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #799 holding.
Savvy Advisors Inc first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and has held it in 5 quarters since.
173 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.