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Smart Money Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Smart Money Group’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 		$880K Sell
13,630
-2,083
-13% -$140K 0.26% 59
2025
Q4 		$1.05M Buy
15,713
+175
+1% +$11.6K 0.31% 49
2025
Q3 		$1.02M Buy
+15,538
New +$998K 0.3% 47

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

Smart Money Group's FDLO Position: Q1 2026 in Review

Smart Money Group reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 13% in Q1 2026, selling an estimated $140K and leaving 13,630 shares worth $880K. The position accounts for 0.26% of the portfolio, ranked #59.

Smart Money Group first reported a position in FDLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 161 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Smart Money Group held 13,630 shares of Fidelity Low Volatility Factor ETF worth $880K as of Q1 2026.
  • Smart Money Group sold 2,083 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $140K.
  • Fidelity Low Volatility Factor ETF made up 0.26% of Smart Money Group's portfolio in Q1 2026, its #59 holding.
  • Smart Money Group first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Smart Money Group's Fidelity Low Volatility Factor ETF position peaked at $1.05M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.