PS
FDLO icon

Portfolio Strategies’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Portfolio Strategies’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
-267,632
Closed -$8.35M – 45
2020
Q1 		$8.35M Buy
+267,632
New +$9.91M 4.8% 9

Other funds holding FDLO

Commonwealth Equity Services
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
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies's FDLO Position: Q2 2020 in Review

Portfolio Strategies sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2020, closing a stake of 267,632 shares — an estimated $8.35M sold.

Portfolio Strategies first reported a position in FDLO in Q1 2020 and held it in 1 quarter. The position peaked at $8.35M in Q1 2020. 56 funds tracked by Wall St. Rank hold FDLO as of Q2 2020.

  • Portfolio Strategies reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Portfolio Strategies sold 267,632 Fidelity Low Volatility Factor ETF shares in Q2 2020, an estimated $8.35M.
  • Portfolio Strategies first reported a position in Fidelity Low Volatility Factor ETF in Q1 2020 and held it in 1 quarter.
  • Portfolio Strategies's Fidelity Low Volatility Factor ETF position peaked at $8.35M in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2020.

Based on Portfolio Strategies's 13F filing for Q2 2020, filed 20 Jul 2020.