Atria Investments’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Atria Investments’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
2024 Q4	–	Sell	-4,037	Closed	-$248K	–	1896
2024 Q3	$248K	Sell	4,037 -25	-0.6%	-$1.48K	﹤0.01%	1715
2024 Q2	$232K	Buy	+4,062	New	+$226K	﹤0.01%	1736
2022 Q1	–	Sell	-35,160	Closed	-$1.84M	–	883
2021 Q4	$1.84M	Buy	35,160 +189	+0.5%	+$9.53K	0.03%	599
2021 Q3	$1.66M	Sell	34,971 -5,717	-14%	-$280K	0.03%	603
2021 Q2	$1.92M	Buy	40,688 +4,024	+11%	+$186K	0.04%	518
2021 Q1	$1.61M	Buy	+36,664	New	+$1.57M	0.04%	536

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Atria Investments's FDLO Position: Q4 2024 in Review

Atria Investments sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2024, closing a stake of 4,037 shares — an estimated $248K sold.

Atria Investments first reported a position in FDLO in Q1 2021 and held it in 6 quarters. The position peaked at $1.92M in Q2 2021. 140 funds tracked by Wall St. Rank hold FDLO as of Q4 2024.

Atria Investments reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 4,037 Fidelity Low Volatility Factor ETF shares in Q4 2024, an estimated $248K.
Atria Investments first reported a position in Fidelity Low Volatility Factor ETF in Q1 2021 and held it in 6 quarters.
Atria Investments's Fidelity Low Volatility Factor ETF position peaked at $1.92M in Q2 2021.
140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.