Coppell Advisory Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-36	Closed	-$2.18K	–	836
2024 Q4	$2.18K	Hold	36	–	–	﹤0.01%	1521
2024 Q3	$2.2K	Hold	36	–	–	﹤0.01%	1428
2024 Q2	$2.05K	Buy	+36	New	+$2K	﹤0.01%	1377
2023 Q4	$2.65K	Buy	+50	New	+$2.53K	﹤0.01%	1240

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

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

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coppell Advisory Solutions's FDLO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2025, closing a stake of 36 shares — an estimated $2.18K sold.

Coppell Advisory Solutions first reported a position in FDLO in Q4 2023 and held it in 4 quarters. The position peaked at $2.65K in Q4 2023. 140 funds tracked by Wall St. Rank hold FDLO as of Q1 2025.

Coppell Advisory Solutions reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 36 Fidelity Low Volatility Factor ETF shares in Q1 2025, an estimated $2.18K.
Coppell Advisory Solutions first reported a position in Fidelity Low Volatility Factor ETF in Q4 2023 and held it in 4 quarters.
Coppell Advisory Solutions's Fidelity Low Volatility Factor ETF position peaked at $2.65K in Q4 2023.
140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.