Sowell Financial Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Sowell Financial Services’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 Q3	$253K	Buy	+3,582	New	+$256K	0.01%	948
2021 Q2	–	Sell	-1,918	Closed	-$89K	–	1242
2021 Q1	$89K	Sell	1,918 -844	-31%	-$36.2K	﹤0.01%	1413
2020 Q4	$118K	Sell	2,762 -32,747	-92%	-$1.34M	0.01%	1085
2020 Q3	$1.4M	Sell	35,509 -5,961	-14%	-$232K	0.07%	227
2020 Q2	$1.52M	Sell	41,470 -34,485	-45%	-$1.21M	0.08%	210
2020 Q1	$2.37M	Buy	75,955 +9,759	+15%	+$361K	0.18%	129
2019 Q4	$2.56M	Buy	66,196 +49,759	+303%	+$1.87M	0.2%	114
2019 Q3	$604K	Buy	+16,437	New	+$599K	0.05%	356
2019 Q1	$212K	Buy	+6,239	New	+$203K	0.02%	510

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Sowell Financial Services's FDLO Position: Q3 2026 in Review

Sowell Financial Services opened a new position in Fidelity Low Volatility Factor ETF (FDLO) in Q3 2026: 3,582 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in FDLO as recently as Q1 2021.

Sowell Financial Services first reported a position in FDLO in Q1 2019 and has held it in 9 quarters since. The position peaked at $2.56M in Q4 2019. 115 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

Sowell Financial Services held 3,582 shares of Fidelity Low Volatility Factor ETF worth $253K as of Q3 2026.
Fidelity Low Volatility Factor ETF was a new Sowell Financial Services position in Q3 2026.
Fidelity Low Volatility Factor ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #948 holding.
Sowell Financial Services first reported a position in Fidelity Low Volatility Factor ETF in Q1 2019 and has held it in 9 quarters since.
Sowell Financial Services's Fidelity Low Volatility Factor ETF position peaked at $2.56M in Q4 2019.
115 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.