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Triumph Capital Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Triumph Capital Management’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 		$565 Hold
8
– – ﹤0.01% 1763
2026
Q2 		$547 Hold
8
– – ﹤0.01% 1720
2026
Q1 		$517 Hold
8
– – ﹤0.01% 1697
2025
Q4 		$534 Buy
+8
New +$530 ﹤0.01% 1638

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
TWP
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Triumph Capital Management's FDLO Position: Q3 2026 in Review

Triumph Capital Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 8 shares worth $565. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Triumph Capital Management first reported a position in FDLO in Q4 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

  • Triumph Capital Management held 8 shares of Fidelity Low Volatility Factor ETF worth $565 as of Q3 2026.
  • Triumph Capital Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1763 holding.
  • Triumph Capital Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.