BOLTON SECURITIES CORPORATION’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

BOLTON SECURITIES CORPORATION’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	$173K	Hold	2,453	–	–	0.01%	933
2026 Q2	$168K	Hold	2,453	–	–	0.01%	947
2026 Q1	$158K	Buy	+2,453	New	+$165K	0.01%	878
2025 Q3	$162K	Buy	+2,453	New	+$158K	0.01%	802
2025 Q1	$149K	Buy	+2,453	New	+$151K	0.01%	760

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FDLO Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q3 2026 at 2,453 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #933.

BOLTON SECURITIES CORPORATION first reported a position in FDLO in Q1 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold FDLO as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,453 shares of Fidelity Low Volatility Factor ETF worth $173K as of Q3 2026.
BOLTON SECURITIES CORPORATION left its Fidelity Low Volatility Factor ETF share count unchanged in Q3 2026.
Fidelity Low Volatility Factor ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #933 holding.
BOLTON SECURITIES CORPORATION first reported a position in Fidelity Low Volatility Factor ETF in Q1 2025 and has held it in 5 quarters since.
135 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.