Barclays
FDLO icon

Barclays’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Barclays’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
Q4 		– Sell
-81
Closed -$4K – 4298
2021
Q3 		$4K Sell
81
-171
-68% -$8.37K ﹤0.01% 4618
2021
Q2 		$12K Buy
+252
New +$11.6K ﹤0.01% 4593

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.54B AUM 31.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Barclays's FDLO Position: Q4 2021 in Review

Barclays sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2021, closing a stake of 81 shares — an estimated $4K sold.

Barclays first reported a position in FDLO in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q2 2021. 77 funds tracked by Wall St. Rank hold FDLO as of Q4 2021.

  • Barclays reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 81 Fidelity Low Volatility Factor ETF shares in Q4 2021, an estimated $4K.
  • Barclays first reported a position in Fidelity Low Volatility Factor ETF in Q2 2021 and held it in 2 quarters.
  • Barclays's Fidelity Low Volatility Factor ETF position peaked at $12K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.