Barber Financial Group’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Barber Financial Group’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
2023 Q1	$1.27M	Hold	26,749	–	–	0.22%	44
2022 Q4	$1.24M	Buy	26,749 +774	+3%	+$35.4K	0.34%	42
2022 Q3	$1.09M	Sell	25,975 -6,876	-21%	-$316K	0.32%	44
2022 Q2	$1.47M	Buy	+32,851	New	+$1.54M	0.24%	30

Other funds holding FDLO

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

AAS

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

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Barber Financial Group's FDLO Position: Q1 2023 in Review

Barber Financial Group held its Fidelity Low Volatility Factor ETF (FDLO) position steady in Q1 2023 at 26,749 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #44.

Barber Financial Group first reported a position in FDLO in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.47M in Q2 2022. 79 funds tracked by Wall St. Rank hold FDLO as of Q1 2023.

Barber Financial Group held 26,749 shares of Fidelity Low Volatility Factor ETF worth $1.27M as of Q1 2023.
Barber Financial Group left its Fidelity Low Volatility Factor ETF share count unchanged in Q1 2023.
Fidelity Low Volatility Factor ETF made up 0.22% of Barber Financial Group's portfolio in Q1 2023, its #44 holding.
Barber Financial Group first reported a position in Fidelity Low Volatility Factor ETF in Q2 2022 and has held it in 4 quarters since.
Barber Financial Group's Fidelity Low Volatility Factor ETF position peaked at $1.47M in Q2 2022.
79 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.