HYA Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

HYA Advisors’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 Q3	–	Sell	-6,297	Closed	-$297K	–	154
2021 Q2	$297K	Buy	6,297 +19	+0.3%	+$876	0.12%	122
2021 Q1	$275K	Buy	+6,278	New	+$269K	0.13%	114

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

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

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HYA Advisors's FDLO Position: Q3 2021 in Review

HYA Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2021, closing a stake of 6,297 shares — an estimated $297K sold.

HYA Advisors first reported a position in FDLO in Q1 2021 and held it in 2 quarters. The position peaked at $297K in Q2 2021. 69 funds tracked by Wall St. Rank hold FDLO as of Q3 2021.

HYA Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2021 after selling out during the quarter.
HYA Advisors sold 6,297 Fidelity Low Volatility Factor ETF shares in Q3 2021, an estimated $297K.
HYA Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q1 2021 and held it in 2 quarters.
HYA Advisors's Fidelity Low Volatility Factor ETF position peaked at $297K in Q2 2021.
69 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2021.

Based on HYA Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.