Tempus Wealth Planning’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Tempus Wealth Planning’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	$1.56M	Hold	22,081	–	–	0.3%	92
2026 Q2	$1.51M	Sell	22,081 -13	-0.1%	-$892	0.3%	96
2026 Q1	$1.43M	Sell	22,094 -3,600	-14%	-$242K	0.33%	86
2025 Q4	$1.72M	Sell	25,694 -800	-3%	-$53K	0.39%	64
2025 Q3	$1.75M	Sell	26,494 -1,300	-5%	-$83.5K	0.4%	63
2025 Q2	$1.75M	Buy	27,794 +94	+0.3%	+$5.65K	0.44%	61
2025 Q1	$1.68M	Hold	27,700	–	–	0.5%	55
2024 Q4	$1.68M	Buy	+27,700	New	+$1.71M	0.51%	49

Other funds holding FDLO

MBTD

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

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

Tempus Wealth Planning's FDLO Position: Q3 2026 in Review

Tempus Wealth Planning held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 22,081 shares worth $1.56M. The position accounts for 0.3% of the portfolio, ranked #92.

Tempus Wealth Planning first reported a position in FDLO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q2 2025. 15 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

Tempus Wealth Planning held 22,081 shares of Fidelity Low Volatility Factor ETF worth $1.56M as of Q3 2026.
Tempus Wealth Planning left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
Fidelity Low Volatility Factor ETF made up 0.3% of Tempus Wealth Planning's portfolio in Q3 2026, its #92 holding.
Tempus Wealth Planning first reported a position in Fidelity Low Volatility Factor ETF in Q4 2024 and has held it in 8 quarters since.
Tempus Wealth Planning's Fidelity Low Volatility Factor ETF position peaked at $1.75M in Q2 2025.
15 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.