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Steward Partners Investment Advisory’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Steward Partners Investment Advisory’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 		$550K Buy
8,515
+733
+9% +$49.2K ﹤0.01% 1471
2025
Q4 		$519K Buy
7,782
+2,032
+35% +$135K ﹤0.01% 1399
2025
Q3 		$379K Buy
5,750
+1,715
+43% +$110K ﹤0.01% 1526
2025
Q2 		$253K Sell
4,035
-248
-6% -$14.9K ﹤0.01% 1639
2025
Q1 		$260K Buy
4,283
+603
+16% +$37.1K ﹤0.01% 1521
2024
Q4 		$223K Hold
3,680
– – ﹤0.01% 1545
2024
Q3 		$226K Buy
3,680
+277
+8% +$16.3K ﹤0.01% 1473
2024
Q2 		$194K Sell
3,403
-680
-17% -$37.8K ﹤0.01% 1457
2024
Q1 		$229K Buy
4,083
+58
+1% +$3.17K ﹤0.01% 1375
2023
Q4 		$213K Sell
4,025
-652
-14% -$33K ﹤0.01% 1354
2023
Q3 		$227K Hold
4,677
– – ﹤0.01% 1228
2023
Q2 		$234K Sell
4,677
-118
-2% -$5.73K ﹤0.01% 1212
2023
Q1 		$228K Sell
4,795
-25
-0.5% -$1.16K ﹤0.01% 1223
2022
Q4 		$223K Sell
4,820
-145
-3% -$6.62K ﹤0.01% 1197
2022
Q3 		$208K Sell
4,965
-40
-0.8% -$1.84K ﹤0.01% 1184
2022
Q2 		$223K Sell
5,005
-350
-7% -$16.4K ﹤0.01% 1169
2022
Q1 		$268K Sell
5,355
-356
-6% -$17.4K ﹤0.01% 1183
2021
Q4 		$299K Hold
5,711
– – ﹤0.01% 1139
2021
Q3 		$271K Sell
5,711
-47
-0.8% -$2.3K ﹤0.01% 1140
2021
Q2 		$271K Sell
5,758
-390
-6% -$18K ﹤0.01% 1291
2021
Q1 		$270K Sell
6,148
-590
-9% -$25.3K ﹤0.01% 1149
2020
Q4 		$288K Sell
6,738
-91
-1% -$3.74K 0.01% 931
2020
Q3 		$270K Buy
6,829
+286
+4% +$11.1K 0.01% 843
2020
Q2 		$239K Buy
6,543
+652
+11% +$22.9K 0.01% 825
2020
Q1 		$183K Buy
5,891
+190
+3% +$7.04K 0.01% 818
2019
Q4 		$220K Buy
5,701
+5,351
+1,529% +$201K 0.01% 851
2019
Q3 		$12K Buy
350
+125
+56% +$4.56K ﹤0.01% 1906
2019
Q2 		$8K Buy
+225
New +$7.83K ﹤0.01% 2066

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

Steward Partners Investment Advisory's FDLO Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 9.4% in Q1 2026, buying an estimated $49.2K and bringing the position to 8,515 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Steward Partners Investment Advisory first reported a position in FDLO in Q2 2019 and has held it in 28 quarters since. 161 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Steward Partners Investment Advisory held 8,515 shares of Fidelity Low Volatility Factor ETF worth $550K as of Q1 2026.
  • Steward Partners Investment Advisory bought 733 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $49.2K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1471 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity Low Volatility Factor ETF in Q2 2019 and has held it in 28 quarters since.
  • 161 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.