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

Clearview Wealth 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
2023 Q3	–	Sell	-325	Closed	-$16.3K	–	287
2023 Q2	$16.3K	Hold	325	–	–	0.02%	300
2023 Q1	$15.4K	Hold	325	–	–	0.02%	307
2022 Q4	$15K	Hold	325	–	–	0.01%	286
2022 Q3	$14K	Hold	325	–	–	0.01%	297
2022 Q2	$14K	Hold	325	–	–	0.01%	316
2022 Q1	$16K	Sell	325 -724	-69%	-$35.4K	0.01%	322
2021 Q4	$55K	Sell	1,049 -268	-20%	-$13.5K	0.03%	219
2021 Q3	$63K	Buy	1,317 +180	+16%	+$8.81K	0.04%	215
2021 Q2	$54K	Sell	1,137 -2,776	-71%	-$128K	0.03%	235
2021 Q1	$172K	Buy	3,913 +421	+12%	+$18.1K	0.11%	119
2020 Q4	$149K	Buy	+3,492	New	+$143K	0.1%	119

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Clearview Wealth Advisors's FDLO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2023, closing a stake of 325 shares — an estimated $16.3K sold.

Clearview Wealth Advisors first reported a position in FDLO in Q4 2020 and held it in 11 quarters. The position peaked at $172K in Q1 2021. 85 funds tracked by Wall St. Rank hold FDLO as of Q3 2023.

Clearview Wealth Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 325 Fidelity Low Volatility Factor ETF shares in Q3 2023, an estimated $16.3K.
Clearview Wealth Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Fidelity Low Volatility Factor ETF position peaked at $172K in Q1 2021.
85 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.