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

Win 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
2024
Q4 		– Sell
-153,107
Closed -$9.39M – 62
2024
Q3 		$9.39M Buy
+153,107
New +$9.04M 4.41% 10

Other funds holding FDLO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Campbell Deegan Wealth Management
Campbell Deegan Wealth Management Richmond, Virginia $141M AUM 16.77% 1-Year Est. Return
Segall Bryant & Hamill
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Win Advisors's FDLO Position: Q4 2024 in Review

Win Advisors sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q4 2024, closing a stake of 153,107 shares — an estimated $9.39M sold.

Win Advisors first reported a position in FDLO in Q3 2024 and held it in 1 quarter. The position peaked at $9.39M in Q3 2024. 140 funds tracked by Wall St. Rank hold FDLO as of Q4 2024.

  • Win Advisors reported no remaining Fidelity Low Volatility Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Win Advisors sold 153,107 Fidelity Low Volatility Factor ETF shares in Q4 2024, an estimated $9.39M.
  • Win Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q3 2024 and held it in 1 quarter.
  • Win Advisors's Fidelity Low Volatility Factor ETF position peaked at $9.39M in Q3 2024.
  • 140 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q4 2024.

Based on Win Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.