Gradient Investments
FDLO icon

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

Gradient 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
2024
Q3 		– Sell
-573
Closed -$32.7K – 642
2024
Q2 		$32.7K Buy
+573
New +$31.9K ﹤0.01% 555
2023
Q1 		– Sell
-202
Closed -$9.33K – 1556
2022
Q4 		$9.33K Buy
+202
New +$9.23K ﹤0.01% 826
2021
Q4 		– Sell
-305
Closed -$14K – 1264
2021
Q3 		$14K Buy
+305
New +$14.9K ﹤0.01% 704

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Segall Bryant & Hamill
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Gradient Investments's FDLO Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2024, closing a stake of 573 shares — an estimated $32.7K sold.

Gradient Investments first reported a position in FDLO in Q3 2021 and held it in 3 quarters. The position peaked at $32.7K in Q2 2024. 129 funds tracked by Wall St. Rank hold FDLO as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 573 Fidelity Low Volatility Factor ETF shares in Q3 2024, an estimated $32.7K.
  • Gradient Investments first reported a position in Fidelity Low Volatility Factor ETF in Q3 2021 and held it in 3 quarters.
  • Gradient Investments's Fidelity Low Volatility Factor ETF position peaked at $32.7K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.