Simplicity Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-4,753	Closed	-$203K	–	635
2020 Q4	$203K	Buy	+4,753	New	+$195K	﹤0.01%	908
2020 Q3	–	Sell	-31,280	Closed	-$1.14M	–	877
2020 Q2	$1.14M	Buy	31,280 +6,429	+26%	+$225K	0.02%	435
2020 Q1	$776K	Sell	24,851 -60,087	-71%	-$2.23M	0.02%	402
2019 Q4	$3.29M	Buy	+84,938	New	+$3.18M	0.1%	166

Other funds holding FDLO

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 $697M AUM 23.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Citigroup New York $235B AUM 32.99% 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

Simplicity Solutions's FDLO Position: Q1 2021 in Review

Simplicity Solutions sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2021, closing a stake of 4,753 shares — an estimated $203K sold.

Simplicity Solutions first reported a position in FDLO in Q4 2019 and held it in 4 quarters. The position peaked at $3.29M in Q4 2019. 65 funds tracked by Wall St. Rank hold FDLO as of Q1 2021.

Simplicity Solutions reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 4,753 Fidelity Low Volatility Factor ETF shares in Q1 2021, an estimated $203K.
Simplicity Solutions first reported a position in Fidelity Low Volatility Factor ETF in Q4 2019 and held it in 4 quarters.
Simplicity Solutions's Fidelity Low Volatility Factor ETF position peaked at $3.29M in Q4 2019.
65 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.