Future Financial Wealth Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Future Financial Wealth Management’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
2022 Q2	–	Sell	-550	Closed	-$28K	–	230
2022 Q1	$28K	Sell	550 -485	-47%	-$23.7K	0.02%	334
2021 Q4	$54K	Buy	+1,035	New	+$52.2K	0.04%	263

Other funds holding FDLO

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

KAS

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

AWC

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

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

Future Financial Wealth Management's FDLO Position: Q2 2022 in Review

Future Financial Wealth Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2022, closing a stake of 550 shares — an estimated $28K sold.

Future Financial Wealth Management first reported a position in FDLO in Q4 2021 and held it in 2 quarters. The position peaked at $54K in Q4 2021. 77 funds tracked by Wall St. Rank hold FDLO as of Q2 2022.

Future Financial Wealth Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 550 Fidelity Low Volatility Factor ETF shares in Q2 2022, an estimated $28K.
Future Financial Wealth Management first reported a position in Fidelity Low Volatility Factor ETF in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's Fidelity Low Volatility Factor ETF position peaked at $54K in Q4 2021.
77 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.