CI
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CX Institutional’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

CX Institutional’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
Q2 		– Sell
-5,098
Closed -$244K – 518
2023
Q1 		$244K Buy
+5,098
New +$237K 0.01% 441

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

CX Institutional's FDLO Position: Q2 2023 in Review

CX Institutional sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2023, closing a stake of 5,098 shares — an estimated $244K sold.

CX Institutional first reported a position in FDLO in Q1 2023 and held it in 1 quarter. The position peaked at $244K in Q1 2023. 83 funds tracked by Wall St. Rank hold FDLO as of Q2 2023.

  • CX Institutional reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2023 after selling out during the quarter.
  • CX Institutional sold 5,098 Fidelity Low Volatility Factor ETF shares in Q2 2023, an estimated $244K.
  • CX Institutional first reported a position in Fidelity Low Volatility Factor ETF in Q1 2023 and held it in 1 quarter.
  • CX Institutional's Fidelity Low Volatility Factor ETF position peaked at $244K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2023.

Based on CX Institutional's 13F filing for Q2 2023, filed 26 Jul 2023.