First Command Bank’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

First Command Bank’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	$147	Sell	3 -398	-99%	-$19.3K	﹤0.01%	411
2023 Q1	$19K	Hold	401	–	–	﹤0.01%	297
2022 Q4	$19K	Buy	+401	New	+$18.3K	﹤0.01%	288

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

First Command Bank's FDLO Position: Q2 2023 in Review

First Command Bank reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 99% in Q2 2023, selling an estimated $19.3K and leaving 3 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #411.

First Command Bank first reported a position in FDLO in Q4 2022 and has held it in 3 quarters since. The position peaked at $19K in Q1 2023. 83 funds tracked by Wall St. Rank hold FDLO as of Q2 2023.

First Command Bank held 3 shares of Fidelity Low Volatility Factor ETF worth $147 as of Q2 2023.
First Command Bank sold 398 Fidelity Low Volatility Factor ETF shares in Q2 2023, an estimated $19.3K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #411 holding.
First Command Bank first reported a position in Fidelity Low Volatility Factor ETF in Q4 2022 and has held it in 3 quarters since.
First Command Bank's Fidelity Low Volatility Factor ETF position peaked at $19K in Q1 2023.
83 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.