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Westbourne Investments’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Westbourne Investments’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 		$471K Buy
7,288
+949
+15% +$63.7K 0.22% 90
2025
Q4 		$423K Sell
6,339
-950
-13% -$63K 0.2% 98
2025
Q3 		$480K Buy
+7,289
New +$468K 0.23% 79

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 $377B AUM 19.32% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M 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 $70.8B 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

Westbourne Investments's FDLO Position: Q1 2026 in Review

Westbourne Investments increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 15% in Q1 2026, buying an estimated $63.7K and bringing the position to 7,288 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #90.

Westbourne Investments first reported a position in FDLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $480K in Q3 2025. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

  • Westbourne Investments held 7,288 shares of Fidelity Low Volatility Factor ETF worth $471K as of Q1 2026.
  • Westbourne Investments bought 949 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $63.7K.
  • Fidelity Low Volatility Factor ETF made up 0.22% of Westbourne Investments's portfolio in Q1 2026, its #90 holding.
  • Westbourne Investments first reported a position in Fidelity Low Volatility Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Westbourne Investments's Fidelity Low Volatility Factor ETF position peaked at $480K in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.