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Lloyd Advisory Services’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Lloyd Advisory Services’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
2020
Q1 		– Sell
-8,431
Closed -$326K – 312
2019
Q4 		$326K Buy
+8,431
New +$316K 0.3% 52

Other funds holding FDLO

AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PD
Planning Directions Glen Mills, Pennsylvania $198M AUM 11.06% 1-Year Est. Return

Lloyd Advisory Services's FDLO Position: Q1 2020 in Review

Lloyd Advisory Services sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2020, closing a stake of 8,431 shares — an estimated $326K sold.

Lloyd Advisory Services first reported a position in FDLO in Q4 2019 and held it in 1 quarter. The position peaked at $326K in Q4 2019. 54 funds tracked by Wall St. Rank hold FDLO as of Q1 2020.

  • Lloyd Advisory Services reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 8,431 Fidelity Low Volatility Factor ETF shares in Q1 2020, an estimated $326K.
  • Lloyd Advisory Services first reported a position in Fidelity Low Volatility Factor ETF in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's Fidelity Low Volatility Factor ETF position peaked at $326K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.