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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$7K Buy
260
+40
+18% +$1.1K ﹤0.01% 1218
2017
Q1
$6K Buy
+220
New +$5.86K ﹤0.01% 1175

Other funds holding FDLO

WFG Advisors's FDLO Position: Q2 2017 in Review

WFG Advisors increased its Fidelity Low Volatility Factor ETF (FDLO) stake by 18% in Q2 2017, buying an estimated $1.1K and bringing the position to 260 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

WFG Advisors first reported a position in FDLO in Q1 2017 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold FDLO as of Q2 2017.

  • WFG Advisors held 260 shares of Fidelity Low Volatility Factor ETF worth $7K as of Q2 2017.
  • WFG Advisors bought 40 Fidelity Low Volatility Factor ETF shares in Q2 2017, an estimated $1.1K.
  • Fidelity Low Volatility Factor ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1218 holding.
  • WFG Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q1 2017 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.