Southern Capital Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Southern Capital Advisors’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	-9,340	Closed	-$431K	–	77
2022 Q4	$431K	Buy	9,340 +2,540	+37%	+$116K	0.33%	44
2022 Q3	$286K	Buy	6,800 +891	+15%	+$41K	0.23%	50
2022 Q2	$264K	Sell	5,909 -64	-1%	-$3K	0.21%	52
2022 Q1	$299K	Sell	5,973 -146	-2%	-$7.14K	0.2%	56
2021 Q4	$320K	Buy	+6,119	New	+$308K	0.2%	53

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 $31B AUM 28.39% 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 $1.54B AUM 31.07% 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

Southern Capital Advisors's FDLO Position: Q1 2023 in Review

Southern Capital Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q1 2023, closing a stake of 9,340 shares — an estimated $431K sold.

Southern Capital Advisors first reported a position in FDLO in Q4 2021 and held it in 5 quarters. The position peaked at $431K in Q4 2022. 79 funds tracked by Wall St. Rank hold FDLO as of Q1 2023.

Southern Capital Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q1 2023 after selling out during the quarter.
Southern Capital Advisors sold 9,340 Fidelity Low Volatility Factor ETF shares in Q1 2023, an estimated $431K.
Southern Capital Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q4 2021 and held it in 5 quarters.
Southern Capital Advisors's Fidelity Low Volatility Factor ETF position peaked at $431K in Q4 2022.
79 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2023.

Based on Southern Capital Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.