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Arete Wealth Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Arete Wealth 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
2020
Q3 		– Sell
-20,911
Closed -$765K – 391
2020
Q2 		$765K Buy
+20,911
New +$733K 0.13% 174

Other funds holding FDLO

Commonwealth Equity Services
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RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Arete Wealth Advisors's FDLO Position: Q3 2020 in Review

Arete Wealth Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2020, closing a stake of 20,911 shares — an estimated $765K sold.

Arete Wealth Advisors first reported a position in FDLO in Q2 2020 and held it in 1 quarter. The position peaked at $765K in Q2 2020. 63 funds tracked by Wall St. Rank hold FDLO as of Q3 2020.

  • Arete Wealth Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 20,911 Fidelity Low Volatility Factor ETF shares in Q3 2020, an estimated $765K.
  • Arete Wealth Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q2 2020 and held it in 1 quarter.
  • Arete Wealth Advisors's Fidelity Low Volatility Factor ETF position peaked at $765K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2020.

Based on Arete Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.