Focus Financial Network’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Focus Financial Network’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 Q1	–	Sell	-7,613	Closed	-$325K	–	428
2020 Q4	$325K	Buy	7,613 +1,314	+21%	+$54K	0.03%	335
2020 Q3	$249K	Buy	+6,299	New	+$245K	0.02%	377

Other funds holding FDLO

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

RIG

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

AWC

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Focus Financial Network's FDLO Position: Q1 2021 in Review

Focus Financial Network sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2021, closing a stake of 7,613 shares — an estimated $325K sold.

Focus Financial Network first reported a position in FDLO in Q3 2020 and held it in 2 quarters. The position peaked at $325K in Q4 2020. 65 funds tracked by Wall St. Rank hold FDLO as of Q1 2021.

Focus Financial Network reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2021 after selling out during the quarter.
Focus Financial Network sold 7,613 Fidelity Low Volatility Factor ETF shares in Q1 2021, an estimated $325K.
Focus Financial Network first reported a position in Fidelity Low Volatility Factor ETF in Q3 2020 and held it in 2 quarters.
Focus Financial Network's Fidelity Low Volatility Factor ETF position peaked at $325K in Q4 2020.
65 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2021.

Based on Focus Financial Network's 13F filing for Q1 2021, filed 24 Jul 2024.