Ameritas Investment Company’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Ameritas Investment Company’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
2021 Q3	$10.8M	Buy	227,007 +132,093	+139%	+$6.46M	0.5%	39
2021 Q2	$9.81M	Sell	94,914 -1,428	-1%	-$65.9K	0.47%	44
2021 Q1	$4.23M	Buy	96,342 +12,512	+15%	+$537K	0.37%	62
2020 Q4	$3.58M	Buy	83,830 +23,353	+39%	+$959K	0.69%	26
2020 Q3	$2.21M	Hold	60,477	–	–	0.69%	30
2020 Q2	$2.21M	Buy	60,477 +18,720	+45%	+$656K	0.64%	31
2020 Q1	$1.3M	Buy	41,757 +14,012	+51%	+$519K	0.21%	80
2019 Q4	$1.07M	Buy	27,745 +11,587	+72%	+$434K	0.23%	91
2019 Q3	$593K	Buy	+16,158	New	+$589K	0.12%	159
2019 Q2	–	Sell	-391	Closed	-$13K	–	430
2019 Q1	$13K	Buy	+391	New	+$12.7K	﹤0.01%	613

Other funds holding FDLO

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

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

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 $374B AUM 17.66% 1-Year Est. Return

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

LNC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIP

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

Ameritas Investment Company's FDLO Position: Q3 2021 in Review

Ameritas Investment Company increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 139% in Q3 2021, buying an estimated $6.46M and bringing the position to 227,007 shares worth $10.8M. The position accounts for 0.5% of the portfolio, ranked #39.

Ameritas Investment Company first reported a position in FDLO in Q1 2019 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold FDLO as of Q3 2021.

Ameritas Investment Company held 227,007 shares of Fidelity Low Volatility Factor ETF worth $10.8M as of Q3 2021.
Ameritas Investment Company bought 132,093 Fidelity Low Volatility Factor ETF shares in Q3 2021, an estimated $6.46M.
Fidelity Low Volatility Factor ETF made up 0.5% of Ameritas Investment Company's portfolio in Q3 2021, its #39 holding.
Ameritas Investment Company first reported a position in Fidelity Low Volatility Factor ETF in Q1 2019 and has held it in 10 quarters since.
69 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.