BFEC
FDLO icon

Benjamin F. Edwards & Company’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q4 		– Sell
-54
Closed -$2K – 1645
2020
Q3 		$2K Hold
54
– – ﹤0.01% 1570
2020
Q2 		$2K Hold
54
– – ﹤0.01% 1574
2020
Q1 		$2K Hold
54
– – ﹤0.01% 1586
2019
Q4 		$2K Buy
+54
New +$2.02K ﹤0.01% 1768

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 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
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Benjamin F. Edwards & Company's FDLO Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2020, closing a stake of 54 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in FDLO in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 66 funds tracked by Wall St. Rank hold FDLO as of Q4 2020.

  • Benjamin F. Edwards & Company reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 54 Fidelity Low Volatility Factor ETF shares in Q4 2020, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Fidelity Low Volatility Factor ETF in Q4 2019 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Fidelity Low Volatility Factor ETF position peaked at $2K in Q3 2020.
  • 66 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2020, filed 16 Feb 2021.