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 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

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

Triumph Capital Management's FDLO Position: Q2 2026 in Review

Triumph Capital Management held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q2 2026 at 8 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Triumph Capital Management first reported a position in FDLO in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

Triumph Capital Management held 8 shares of Fidelity Low Volatility Factor ETF worth $547 as of Q2 2026.
Triumph Capital Management left its Fidelity Low Volatility Factor ETF share count unchanged in Q2 2026.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1720 holding.
Triumph Capital Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2025 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.