1834 Investment Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-2,000	Closed	-$89K	–	285
2022 Q2	$89K	Hold	2,000	–	–	0.01%	232
2022 Q1	$100K	Hold	2,000	–	–	0.01%	215
2021 Q4	$105K	Hold	2,000	–	–	0.01%	226
2021 Q3	$95K	Sell	2,000 -1,000	-33%	-$48.9K	0.01%	232
2021 Q2	$141K	Buy	+3,000	New	+$138K	0.02%	211

Other funds holding FDLO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

1834 Investment Advisors's FDLO Position: Q3 2022 in Review

1834 Investment Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2022, closing a stake of 2,000 shares — an estimated $89K sold.

1834 Investment Advisors first reported a position in FDLO in Q2 2021 and held it in 5 quarters. The position peaked at $141K in Q2 2021. 80 funds tracked by Wall St. Rank hold FDLO as of Q3 2022.

1834 Investment Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 2,000 Fidelity Low Volatility Factor ETF shares in Q3 2022, an estimated $89K.
1834 Investment Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q2 2021 and held it in 5 quarters.
1834 Investment Advisors's Fidelity Low Volatility Factor ETF position peaked at $141K in Q2 2021.
80 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.