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FormulaFolio Investments’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

FormulaFolio Investments’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
-6,283
Closed -$268K – 570
2020
Q4 		$268K Buy
+6,283
New +$258K 0.01% 552

Other funds holding FDLO

Commonwealth Equity Services
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
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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Lido Advisors
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

FormulaFolio Investments's FDLO Position: Q1 2021 in Review

FormulaFolio Investments sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2021, closing a stake of 6,283 shares — an estimated $268K sold.

FormulaFolio Investments first reported a position in FDLO in Q4 2020 and held it in 1 quarter. The position peaked at $268K in Q4 2020. 65 funds tracked by Wall St. Rank hold FDLO as of Q1 2021.

  • FormulaFolio Investments reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 6,283 Fidelity Low Volatility Factor ETF shares in Q1 2021, an estimated $268K.
  • FormulaFolio Investments first reported a position in Fidelity Low Volatility Factor ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Fidelity Low Volatility Factor ETF position peaked at $268K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.