Snider Financial Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Snider Financial 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 Q2	–	Sell	-5,760	Closed	-$372K	–	105
2026 Q1	$372K	Hold	5,760	–	–	0.11%	75
2025 Q4	$384K	Sell	5,760 -2,463	-30%	-$163K	0.1%	79
2025 Q3	$542K	Sell	8,223 -319	-4%	-$20.5K	0.15%	74
2025 Q2	$536K	Sell	8,542 -1,216	-12%	-$73K	0.15%	73
2025 Q1	$592K	Sell	9,758 -209	-2%	-$12.9K	0.19%	68
2024 Q4	$604K	Buy	+9,967	New	+$615K	0.19%	66

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 22.96% 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

AAS

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

AWM

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

Snider Financial Group's FDLO Position: Q2 2026 in Review

Snider Financial Group sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 5,760 shares — an estimated $372K sold.

Snider Financial Group first reported a position in FDLO in Q4 2024 and held it in 6 quarters. The position peaked at $604K in Q4 2024. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Snider Financial Group reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
Snider Financial Group sold 5,760 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $372K.
Snider Financial Group first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and held it in 6 quarters.
Snider Financial Group's Fidelity Low Volatility Factor ETF position peaked at $604K in Q4 2024.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.