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

Cetera 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
2024 Q1	$406K	Buy	7,221 +689	+11%	+$37.6K	﹤0.01%	1741
2023 Q4	$346K	Buy	+6,532	New	+$331K	﹤0.01%	1340
2022 Q1	–	Sell	-6,507	Closed	-$340K	–	1452
2021 Q4	$340K	Sell	6,507 -303	-4%	-$15.3K	0.01%	1065
2021 Q3	$324K	Buy	6,810 +257	+4%	+$12.6K	0.01%	1064
2021 Q2	$309K	Buy	6,553 +186	+3%	+$8.58K	0.01%	1039
2021 Q1	$279K	Buy	6,367 +322	+5%	+$13.8K	0.01%	989
2020 Q4	$258K	Sell	6,045 -214	-3%	-$8.79K	0.01%	882
2020 Q3	$248K	Buy	6,259 +203	+3%	+$7.89K	0.01%	810
2020 Q2	$222K	Buy	+6,056	New	+$212K	0.01%	813

Other funds holding FDLO

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's FDLO Position: Q1 2024 in Review

Cetera Advisors increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 11% in Q1 2024, buying an estimated $37.6K and bringing the position to 7,221 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Cetera Advisors first reported a position in FDLO in Q2 2020 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold FDLO as of Q1 2024.

Cetera Advisors held 7,221 shares of Fidelity Low Volatility Factor ETF worth $406K as of Q1 2024.
Cetera Advisors bought 689 Fidelity Low Volatility Factor ETF shares in Q1 2024, an estimated $37.6K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1741 holding.
Cetera Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q2 2020 and has held it in 9 quarters since.
103 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.