Strategic Advocates’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Strategic Advocates’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	$349K	Sell	5,108 -2,120	-29%	-$145K	1.35%	18
2026 Q1	$467K	Sell	7,228 -689	-9%	-$46.3K	2.07%	10
2025 Q4	$532K	Buy	7,917 +100	+1%	+$6.63K	0.14%	68
2025 Q3	$515K	Buy	7,817 +38	+0.5%	+$2.44K	0.13%	79
2025 Q2	$489K	Buy	+7,779	New	+$467K	0.15%	77

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

Strategic Advocates's FDLO Position: Q2 2026 in Review

Strategic Advocates reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 29% in Q2 2026, selling an estimated $145K and leaving 5,108 shares worth $349K. The position accounts for 1.35% of the portfolio, ranked #18.

Strategic Advocates first reported a position in FDLO in Q2 2025 and has held it in 5 quarters since. The position peaked at $532K in Q4 2025. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Strategic Advocates held 5,108 shares of Fidelity Low Volatility Factor ETF worth $349K as of Q2 2026.
Strategic Advocates sold 2,120 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $145K.
Fidelity Low Volatility Factor ETF made up 1.35% of Strategic Advocates's portfolio in Q2 2026, its #18 holding.
Strategic Advocates first reported a position in Fidelity Low Volatility Factor ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Advocates's Fidelity Low Volatility Factor ETF position peaked at $532K in Q4 2025.
172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.