TWD
FDLO icon

True Wealth Design’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

True Wealth Design’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
Q3 		– Sell
-392
Closed -$19.6K – 788
2023
Q2 		$19.6K Buy
+392
New +$19K 0.01% 187

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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 $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

True Wealth Design's FDLO Position: Q3 2023 in Review

True Wealth Design sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2023, closing a stake of 392 shares — an estimated $19.6K sold.

True Wealth Design first reported a position in FDLO in Q2 2023 and held it in 1 quarter. The position peaked at $19.6K in Q2 2023. 85 funds tracked by Wall St. Rank hold FDLO as of Q3 2023.

  • True Wealth Design reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2023 after selling out during the quarter.
  • True Wealth Design sold 392 Fidelity Low Volatility Factor ETF shares in Q3 2023, an estimated $19.6K.
  • True Wealth Design first reported a position in Fidelity Low Volatility Factor ETF in Q2 2023 and held it in 1 quarter.
  • True Wealth Design's Fidelity Low Volatility Factor ETF position peaked at $19.6K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2023.

Based on True Wealth Design's 13F filing for Q3 2023, filed 13 Nov 2023.