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FDLO icon

Semmax Financial Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Semmax Financial Advisors’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
Q2 		$3.49K Hold
55
– – ﹤0.01% 315
2025
Q1 		$3.26K Buy
+55
New +$3.38K ﹤0.01% 302

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Corient Private Wealth
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Semmax Financial Advisors's FDLO Position: Q2 2025 in Review

Semmax Financial Advisors held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2025 at 55 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Semmax Financial Advisors first reported a position in FDLO in Q1 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold FDLO as of Q2 2025.

  • Semmax Financial Advisors held 55 shares of Fidelity Low Volatility Factor ETF worth $3.49K as of Q2 2025.
  • Semmax Financial Advisors left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2025.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #315 holding.
  • Semmax Financial Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.