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Acute Investment Advisory’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Acute Investment Advisory’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-240,623
Closed -$12M – 15
2024
Q1 		$12M Buy
240,623
+4,049
+2% +$202K 8.06% 5
2023
Q4 		$11.8M Buy
236,574
+6,654
+3% +$331K 6.98% 5
2023
Q3 		$11.4M Buy
+229,920
New +$11.4M 6.84% 6

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Acute Investment Advisory's FLDR Position: Q2 2024 in Review

Acute Investment Advisory sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2024, closing a stake of 240,623 shares — an estimated $12M sold.

Acute Investment Advisory first reported a position in FLDR in Q3 2023 and held it in 3 quarters. The position peaked at $12M in Q1 2024. 63 funds tracked by Wall St. Rank hold FLDR as of Q2 2024.

  • Acute Investment Advisory reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Acute Investment Advisory sold 240,623 Fidelity Low Duration Bond Factor ETF shares in Q2 2024, an estimated $12M.
  • Acute Investment Advisory first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2023 and held it in 3 quarters.
  • Acute Investment Advisory's Fidelity Low Duration Bond Factor ETF position peaked at $12M in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2024.

Based on Acute Investment Advisory's 13F filing for Q2 2024, filed 18 Jul 2024.