Financial Partners Group (Kansas)’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Financial Partners Group (Kansas)’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
2021 Q2	–	Sell	-6,234	Closed	-$273K	–	151
2021 Q1	$273K	Sell	6,234 -874	-12%	-$37.5K	0.08%	121
2020 Q4	$305K	Sell	7,108 -1,698	-19%	-$69.7K	0.09%	97
2020 Q3	$348K	Sell	8,806 -2,643	-23%	-$103K	0.12%	76
2020 Q2	$419K	Buy	11,449 +1,188	+12%	+$41.6K	0.16%	60
2020 Q1	$307K	Sell	10,261 -4,641	-31%	-$172K	0.19%	44
2019 Q4	$592K	Buy	14,902 +2,846	+24%	+$107K	0.23%	42
2019 Q3	$443K	Buy	+12,056	New	+$439K	0.2%	46

Other funds holding FDLO

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Financial Partners Group (Kansas)'s FDLO Position: Q2 2021 in Review

Financial Partners Group (Kansas) sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2021, closing a stake of 6,234 shares — an estimated $273K sold.

Financial Partners Group (Kansas) first reported a position in FDLO in Q3 2019 and held it in 7 quarters. The position peaked at $592K in Q4 2019. 67 funds tracked by Wall St. Rank hold FDLO as of Q2 2021.

Financial Partners Group (Kansas) reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 6,234 Fidelity Low Volatility Factor ETF shares in Q2 2021, an estimated $273K.
Financial Partners Group (Kansas) first reported a position in Fidelity Low Volatility Factor ETF in Q3 2019 and held it in 7 quarters.
Financial Partners Group (Kansas)'s Fidelity Low Volatility Factor ETF position peaked at $592K in Q4 2019.
67 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2021, filed 13 Aug 2021.