Asset Planning Services (Pennsylvania)’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-125	Closed	-$5K	–	127
2019 Q3	$5K	Buy	+125	New	+$4.56K	﹤0.01%	236

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

Asset Planning Services (Pennsylvania)'s FDLO Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2019, closing a stake of 125 shares — an estimated $5K sold.

Asset Planning Services (Pennsylvania) first reported a position in FDLO in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 48 funds tracked by Wall St. Rank hold FDLO as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 125 Fidelity Low Volatility Factor ETF shares in Q4 2019, an estimated $5K.
Asset Planning Services (Pennsylvania) first reported a position in Fidelity Low Volatility Factor ETF in Q3 2019 and held it in 1 quarter.
Asset Planning Services (Pennsylvania)'s Fidelity Low Volatility Factor ETF position peaked at $5K in Q3 2019.
48 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.