EFH
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Eaton Financial Holdings’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Eaton Financial Holdings’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
Q1 		– Sell
-29,790
Closed -$1.38M – 57
2022
Q4 		$1.38M Buy
+29,790
New +$1.36M 1.18% 19

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Eaton Financial Holdings's FDLO Position: Q1 2023 in Review

Eaton Financial Holdings sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2023, closing a stake of 29,790 shares — an estimated $1.38M sold.

Eaton Financial Holdings first reported a position in FDLO in Q4 2022 and held it in 1 quarter. The position peaked at $1.38M in Q4 2022. 79 funds tracked by Wall St. Rank hold FDLO as of Q1 2023.

  • Eaton Financial Holdings reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Eaton Financial Holdings sold 29,790 Fidelity Low Volatility Factor ETF shares in Q1 2023, an estimated $1.38M.
  • Eaton Financial Holdings first reported a position in Fidelity Low Volatility Factor ETF in Q4 2022 and held it in 1 quarter.
  • Eaton Financial Holdings's Fidelity Low Volatility Factor ETF position peaked at $1.38M in Q4 2022.
  • 79 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2023.

Based on Eaton Financial Holdings's 13F filing for Q1 2023, filed 13 Apr 2023.