TWP
FDLO icon

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
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

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 $376B AUM 19.32% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $124M 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 $70.5B 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