American Portfolios Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

American Portfolios 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	$179K	Buy	4,273 +17	+0.4%	+$782	0.01%	1054
2022 Q2	$190K	Buy	4,256 +15	+0.4%	+$702	0.01%	1065
2022 Q1	$212K	Buy	4,241 +14	+0.3%	+$685	0.01%	1134
2021 Q4	$221K	Buy	4,227 +11	+0.3%	+$554	0.01%	1106
2021 Q3	$200K	Buy	4,216 +2	+0%	+$98	0.01%	1114
2021 Q2	$199K	Buy	4,214 +1	+0%	+$46	0.01%	1098
2021 Q1	$185K	Sell	4,213 -133	-3%	-$5.71K	0.01%	1055
2020 Q4	$186K	Buy	4,346 +2	+0%	+$82	0.01%	908
2020 Q3	$172K	Sell	4,344 -258	-6%	-$10K	0.01%	855
2020 Q2	$168K	Sell	4,602 -258	-5%	-$9.04K	0.01%	797
2020 Q1	$152K	Sell	4,860 -1,922	-28%	-$71.2K	0.01%	741
2019 Q4	$262K	Buy	6,782 +3,808	+128%	+$143K	0.02%	643
2019 Q3	$109K	Buy	2,974 +552	+23%	+$20.1K	0.01%	965
2019 Q2	$86.4K	Buy	+2,422	New	+$84.2K	0.01%	1051

Other funds holding FDLO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.54B AUM 31.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

American Portfolios Advisors's FDLO Position: Q3 2022 in Review

American Portfolios Advisors increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 0.4% in Q3 2022, buying an estimated $782 and bringing the position to 4,273 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1054.

American Portfolios Advisors first reported a position in FDLO in Q2 2019 and has held it in 14 quarters since. The position peaked at $262K in Q4 2019. 80 funds tracked by Wall St. Rank hold FDLO as of Q3 2022.

American Portfolios Advisors held 4,273 shares of Fidelity Low Volatility Factor ETF worth $179K as of Q3 2022.
American Portfolios Advisors bought 17 Fidelity Low Volatility Factor ETF shares in Q3 2022, an estimated $782.
Fidelity Low Volatility Factor ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1054 holding.
American Portfolios Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's Fidelity Low Volatility Factor ETF position peaked at $262K in Q4 2019.
80 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.