Money Concepts Capital’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-500	Closed	-$23.1K	–	1284
2022 Q4	$23.1K	Buy	+500	New	+$22.8K	﹤0.01%	1602
2022 Q2	–	Sell	-500	Closed	-$25K	–	1819
2022 Q1	$25K	Buy	+500	New	+$24.5K	﹤0.01%	1515

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

KAS

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Money Concepts Capital's FDLO Position: Q1 2023 in Review

Money Concepts Capital sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2023, closing a stake of 500 shares — an estimated $23.1K sold.

Money Concepts Capital first reported a position in FDLO in Q1 2022 and held it in 2 quarters. The position peaked at $25K in Q1 2022. 79 funds tracked by Wall St. Rank hold FDLO as of Q1 2023.

Money Concepts Capital reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 500 Fidelity Low Volatility Factor ETF shares in Q1 2023, an estimated $23.1K.
Money Concepts Capital first reported a position in Fidelity Low Volatility Factor ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Fidelity Low Volatility Factor ETF position peaked at $25K in Q1 2022.
79 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.