Wealthcare Advisory Partners’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-688	Closed	-$30K	–	966
2021 Q1	$30K	Buy	+688	New	+$29.5K	﹤0.01%	1059

Other funds holding FDLO

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Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Wealthcare Advisory Partners's FDLO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q2 2021, closing a stake of 688 shares — an estimated $30K sold.

Wealthcare Advisory Partners first reported a position in FDLO in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 67 funds tracked by Wall St. Rank hold FDLO as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Fidelity Low Volatility Factor ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 688 Fidelity Low Volatility Factor ETF shares in Q2 2021, an estimated $30K.
Wealthcare Advisory Partners first reported a position in Fidelity Low Volatility Factor ETF in Q1 2021 and held it in 1 quarter.
Wealthcare Advisory Partners's Fidelity Low Volatility Factor ETF position peaked at $30K in Q1 2021.
67 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.