CFFP
FDLO icon

Center for Financial Planning’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Center for Financial Planning’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
2024
Q2 		– Sell
-231
Closed -$13K – 598
2024
Q1 		$13K Buy
+231
New +$12.6K ﹤0.01% 374

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Center for Financial Planning's FDLO Position: Q2 2024 in Review

Center for Financial Planning sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2024, closing a stake of 231 shares — an estimated $13K sold.

Center for Financial Planning first reported a position in FDLO in Q1 2024 and held it in 1 quarter. The position peaked at $13K in Q1 2024. 108 funds tracked by Wall St. Rank hold FDLO as of Q2 2024.

  • Center for Financial Planning reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 231 Fidelity Low Volatility Factor ETF shares in Q2 2024, an estimated $13K.
  • Center for Financial Planning first reported a position in Fidelity Low Volatility Factor ETF in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's Fidelity Low Volatility Factor ETF position peaked at $13K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.