Mid Atlantic Financial Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$3.61M	Buy	75,930 +3,352	+5%	+$164K	0.24%	91
2021 Q2	$3.42M	Buy	72,578 +49	+0.1%	+$2.26K	0.23%	92
2021 Q1	$3.18M	Buy	72,529 +2,406	+3%	+$103K	0.23%	98
2020 Q4	$3M	Sell	70,123 -2,287	-3%	-$93.9K	0.23%	95
2020 Q3	$2.97M	Buy	72,410 +1,712	+2%	+$66.5K	0.26%	91
2020 Q2	$2.59M	Buy	70,698 +2,290	+3%	+$80.3K	0.25%	87
2020 Q1	$2.13M	Sell	68,408 -336	-0.5%	-$12.4K	0.25%	89
2019 Q4	$2.66M	Buy	68,744 +5,106	+8%	+$191K	0.25%	90
2019 Q3	$2.34M	Buy	63,638 +19,133	+43%	+$697K	0.25%	84
2019 Q2	$1.59M	Buy	44,505 +3,443	+8%	+$120K	0.17%	122
2019 Q1	$1.4M	Buy	+41,062	New	+$1.33M	0.15%	122

Other funds holding FDLO

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 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

Mid Atlantic Financial Management's FDLO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 4.6% in Q3 2021, buying an estimated $164K and bringing the position to 75,930 shares worth $3.61M. The position accounts for 0.24% of the portfolio, ranked #91.

Mid Atlantic Financial Management first reported a position in FDLO in Q1 2019 and has held it in 11 quarters since. 69 funds tracked by Wall St. Rank hold FDLO as of Q3 2021.

Mid Atlantic Financial Management held 75,930 shares of Fidelity Low Volatility Factor ETF worth $3.61M as of Q3 2021.
Mid Atlantic Financial Management bought 3,352 Fidelity Low Volatility Factor ETF shares in Q3 2021, an estimated $164K.
Fidelity Low Volatility Factor ETF made up 0.24% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #91 holding.
Mid Atlantic Financial Management first reported a position in Fidelity Low Volatility Factor ETF in Q1 2019 and has held it in 11 quarters since.
69 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.