WAU
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Wellington-Altus USA’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Wellington-Altus USA’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 		– Sell
-355
Closed -$24.3K – 676
2026
Q1 		$24.3K Buy
+355
New +$23.8K 0.01% 482

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wellington-Altus USA's FDLO Position: Q2 2026 in Review

Wellington-Altus USA sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2026, closing a stake of 355 shares — an estimated $24.3K sold.

Wellington-Altus USA first reported a position in FDLO in Q1 2026 and held it in 1 quarter. The position peaked at $24.3K in Q1 2026. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Wellington-Altus USA reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 355 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $24.3K.
  • Wellington-Altus USA first reported a position in Fidelity Low Volatility Factor ETF in Q1 2026 and held it in 1 quarter.
  • Wellington-Altus USA's Fidelity Low Volatility Factor ETF position peaked at $24.3K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.