WIM
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Westside Investment Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Westside Investment 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 		$577K Sell
8,445
-1,240
-13% -$85K 0.08% 185
2026
Q1 		$626K Sell
9,685
-190
-2% -$12.8K 0.1% 169
2025
Q4 		$659K Sell
9,875
-2,945
-23% -$195K 0.11% 152
2025
Q3 		$844K Sell
12,820
-1,930
-13% -$124K 0.13% 139
2025
Q2 		$926K Buy
14,750
+20
+0.1% +$1.2K 0.17% 121
2025
Q1 		$893K Sell
14,730
-950
-6% -$58.4K 0.19% 116
2024
Q4 		$950K Sell
15,680
-345
-2% -$21.3K 0.2% 117
2024
Q3 		$983K Sell
16,025
-1,006
-6% -$59.4K 0.21% 115
2024
Q2 		$971K Buy
17,031
+2,856
+20% +$159K 0.22% 112
2024
Q1 		$796K Buy
14,175
+2,070
+17% +$113K 0.19% 118
2023
Q4 		$641K Buy
12,105
+775
+7% +$39.2K 0.16% 127
2023
Q3 		$551K Buy
11,330
+1,065
+10% +$53.4K 0.16% 127
2023
Q2 		$514K Buy
10,265
+2,250
+28% +$109K 0.15% 131
2023
Q1 		$381K Hold
8,015
– – 0.11% 153
2022
Q4 		$370 Hold
8,015
– – ﹤0.01% 294
2022
Q3 		$336 Buy
8,015
+1,020
+15% +$46.9K ﹤0.01% 304
2022
Q2 		$312 Buy
6,995
+650
+10% +$30.4K ﹤0.01% 303
2022
Q1 		$317 Buy
6,345
+545
+9% +$26.7K ﹤0.01% 305
2021
Q4 		$303 Buy
5,800
+225
+4% +$11.3K ﹤0.01% 295
2021
Q3 		$264 Hold
5,575
– – ﹤0.01% 293
2021
Q2 		$262 Buy
5,575
+250
+5% +$11.5K ﹤0.01% 287
2021
Q1 		$233 Buy
5,325
+1,475
+38% +$63.3K ﹤0.01% 284
2020
Q4 		$164 Buy
3,850
+400
+12% +$16.4K ﹤0.01% 262
2020
Q3 		$136 Buy
3,450
+1,000
+41% +$38.8K ﹤0.01% 278
2020
Q2 		$89 Buy
2,450
+725
+42% +$25.4K ﹤0.01% 285
2020
Q1 		$53 Buy
+1,725
New +$63.9K ﹤0.01% 320

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

Westside Investment Management's FDLO Position: Q2 2026 in Review

Westside Investment Management reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 13% in Q2 2026, selling an estimated $85K and leaving 8,445 shares worth $577K. The position accounts for 0.08% of the portfolio, ranked #185.

Westside Investment Management first reported a position in FDLO in Q1 2020 and has held it in 26 quarters since. The position peaked at $983K in Q3 2024. 172 funds tracked by Wall St. Rank hold FDLO as of Q2 2026.

  • Westside Investment Management held 8,445 shares of Fidelity Low Volatility Factor ETF worth $577K as of Q2 2026.
  • Westside Investment Management sold 1,240 Fidelity Low Volatility Factor ETF shares in Q2 2026, an estimated $85K.
  • Fidelity Low Volatility Factor ETF made up 0.08% of Westside Investment Management's portfolio in Q2 2026, its #185 holding.
  • Westside Investment Management first reported a position in Fidelity Low Volatility Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Westside Investment Management's Fidelity Low Volatility Factor ETF position peaked at $983K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.