Exencial Wealth Advisors LLC Grows Stock Holdings in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Exencial Wealth Advisors LLC boosted its holdings in shares of Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO) by 1.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 85,103 shares of the company’s stock after buying an additional 885 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in Fidelity Low Volatility Factor ETF were worth $5,156,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the business. Unified Investment Management bought a new stake in Fidelity Low Volatility Factor ETF during the fourth quarter valued at approximately $373,000. Provident Wealth Management LLC bought a new stake in Fidelity Low Volatility Factor ETF during the fourth quarter valued at approximately $175,000. Howard Capital Management Inc. grew its position in Fidelity Low Volatility Factor ETF by 81.9% during the fourth quarter. Howard Capital Management Inc. now owns 32,388 shares of the company’s stock valued at $1,962,000 after buying an additional 14,585 shares during the period. Global Retirement Partners LLC grew its position in Fidelity Low Volatility Factor ETF by 2,005.9% during the fourth quarter. Global Retirement Partners LLC now owns 2,148 shares of the company’s stock valued at $130,000 after buying an additional 2,046 shares during the period. Finally, Kestra Investment Management LLC bought a new stake in Fidelity Low Volatility Factor ETF during the fourth quarter valued at approximately $76,000.

Fidelity Low Volatility Factor ETF Trading Down 0.9 %

Shares of NYSEARCA FDLO opened at $61.64 on Wednesday. The firm has a 50 day moving average of $61.73 and a 200 day moving average of $61.43. The firm has a market capitalization of $1.38 billion, a price-to-earnings ratio of 25.52 and a beta of 0.86. Fidelity Low Volatility Factor ETF has a 12-month low of $53.62 and a 12-month high of $63.32.

Fidelity Low Volatility Factor ETF Company Profile

The Fidelity Low Volatility Factor ETF (FDLO) is an exchange-traded fund that is based on the Fidelity U.S. Low Volatility Factor index. The fund tracks an index of large- and mid-cap US stocks selected for low volatility of returns and earnings. FDLO was launched on Sep 12, 2016 and is managed by Fidelity.