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

Arkadios 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
2021
Q1 		– Sell
-39
Closed -$1K – 1671
2020
Q4 		$1K Buy
+39
New +$1.6K ﹤0.01% 1309

Other funds holding FDLO

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RIG
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AWC
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Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Lido Advisors
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

Arkadios Wealth Advisors's FDLO Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2021, closing a stake of 39 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in FDLO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 65 funds tracked by Wall St. Rank hold FDLO as of Q1 2021.

  • Arkadios Wealth Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 39 Fidelity Low Volatility Factor ETF shares in Q1 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q4 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Fidelity Low Volatility Factor ETF position peaked at $1K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.