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Bellwether Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Bellwether Advisors’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
2022
Q4 		– Sell
-213
Closed -$8K – 489
2022
Q3 		$8K Buy
+213
New +$9.8K ﹤0.01% 282

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Bellwether Advisors's FDLO Position: Q4 2022 in Review

Bellwether Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2022, closing a stake of 213 shares — an estimated $8K sold.

Bellwether Advisors first reported a position in FDLO in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 80 funds tracked by Wall St. Rank hold FDLO as of Q4 2022.

  • Bellwether Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 213 Fidelity Low Volatility Factor ETF shares in Q4 2022, an estimated $8K.
  • Bellwether Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q3 2022 and held it in 1 quarter.
  • Bellwether Advisors's Fidelity Low Volatility Factor ETF position peaked at $8K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.