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Commonwealth Financial Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Commonwealth Financial Services’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
Q4 		– Sell
-9,331
Closed -$454K – 189
2023
Q3 		$454K Buy
+9,331
New +$468K 0.14% 101

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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

Commonwealth Financial Services's FDLO Position: Q4 2023 in Review

Commonwealth Financial Services sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2023, closing a stake of 9,331 shares — an estimated $454K sold.

Commonwealth Financial Services first reported a position in FDLO in Q3 2023 and held it in 1 quarter. The position peaked at $454K in Q3 2023. 97 funds tracked by Wall St. Rank hold FDLO as of Q4 2023.

  • Commonwealth Financial Services reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Financial Services sold 9,331 Fidelity Low Volatility Factor ETF shares in Q4 2023, an estimated $454K.
  • Commonwealth Financial Services first reported a position in Fidelity Low Volatility Factor ETF in Q3 2023 and held it in 1 quarter.
  • Commonwealth Financial Services's Fidelity Low Volatility Factor ETF position peaked at $454K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2023.

Based on Commonwealth Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.