Planning Directions
FDLO icon

Planning Directions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Planning Directions’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
Q2 		– Sell
-152,925
Closed -$4.77M – 68
2020
Q1 		$4.77M Buy
+152,925
New +$5.66M 6.7% 5

Other funds holding FDLO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Planning Directions's FDLO Position: Q2 2020 in Review

Planning Directions sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2020, closing a stake of 152,925 shares — an estimated $4.77M sold.

Planning Directions first reported a position in FDLO in Q1 2020 and held it in 1 quarter. The position peaked at $4.77M in Q1 2020. 56 funds tracked by Wall St. Rank hold FDLO as of Q2 2020.

  • Planning Directions reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 152,925 Fidelity Low Volatility Factor ETF shares in Q2 2020, an estimated $4.77M.
  • Planning Directions first reported a position in Fidelity Low Volatility Factor ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's Fidelity Low Volatility Factor ETF position peaked at $4.77M in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.