Avior Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-47	Closed	-$2.89K	–	1274
2024 Q4	$2.89K	Buy	+47	New	+$2.9K	﹤0.01%	2039
2021 Q2	–	Sell	-2,164	Closed	-$94K	–	1072
2021 Q1	$94K	Sell	2,164 -496	-19%	-$21.3K	0.01%	478
2020 Q4	$113K	Sell	2,660 -501	-16%	-$20.6K	0.01%	430
2020 Q3	$125K	Sell	3,161 -7,090	-69%	-$275K	0.02%	422
2020 Q2	$374K	Buy	10,251 +4,434	+76%	+$155K	0.06%	293
2020 Q1	$181K	Sell	5,817 -22,539	-79%	-$835K	0.04%	357
2019 Q4	$1.1M	Sell	28,356 -5,386	-16%	-$202K	0.18%	128
2019 Q3	$1.24M	Sell	33,742 -13,172	-28%	-$480K	0.22%	107
2019 Q2	$1.67M	Buy	+46,914	New	+$1.63M	0.3%	88

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

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

SBH

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

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

Avior Wealth Management's FDLO Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2025, closing a stake of 47 shares — an estimated $2.89K sold.

Avior Wealth Management first reported a position in FDLO in Q2 2019 and held it in 9 quarters. The position peaked at $1.67M in Q2 2019. 140 funds tracked by Wall St. Rank hold FDLO as of Q1 2025.

Avior Wealth Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 47 Fidelity Low Volatility Factor ETF shares in Q1 2025, an estimated $2.89K.
Avior Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q2 2019 and held it in 9 quarters.
Avior Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $1.67M in Q2 2019.
140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.