Advisor Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Advisor Group’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
2019 Q4	$801K	Buy	20,699 +9,462	+84%	+$355K	0.01%	1349
2019 Q3	$414K	Buy	11,237 +1,552	+16%	+$56.6K	﹤0.01%	1753
2019 Q2	$347K	Buy	9,685 +1,396	+17%	+$48.6K	﹤0.01%	1877
2019 Q1	$283K	Sell	8,289 -895	-10%	-$29.1K	﹤0.01%	2008
2018 Q4	$277K	Buy	+9,184	New	+$294K	﹤0.01%	1845

Other funds holding FDLO

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

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

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisor Group's FDLO Position: Q4 2019 in Review

Advisor Group increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 84% in Q4 2019, buying an estimated $355K and bringing the position to 20,699 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #1349.

Advisor Group first reported a position in FDLO in Q4 2018 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold FDLO as of Q4 2019.

Advisor Group held 20,699 shares of Fidelity Low Volatility Factor ETF worth $801K as of Q4 2019.
Advisor Group bought 9,462 Fidelity Low Volatility Factor ETF shares in Q4 2019, an estimated $355K.
Fidelity Low Volatility Factor ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1349 holding.
Advisor Group first reported a position in Fidelity Low Volatility Factor ETF in Q4 2018 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.