AWA
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Adapt Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Adapt Wealth Advisors’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,801
Closed -$238K – 63
2024
Q4 		$238K Buy
+4,801
New +$240K 0.12% 64

Other funds holding FLTB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Adapt Wealth Advisors's FLTB Position: Q1 2025 in Review

Adapt Wealth Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2025, closing a stake of 4,801 shares — an estimated $238K sold.

Adapt Wealth Advisors first reported a position in FLTB in Q4 2024 and held it in 1 quarter. The position peaked at $238K in Q4 2024. 64 funds tracked by Wall St. Rank hold FLTB as of Q1 2025.

  • Adapt Wealth Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Adapt Wealth Advisors sold 4,801 Fidelity Limited Term Bond ETF shares in Q1 2025, an estimated $238K.
  • Adapt Wealth Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Adapt Wealth Advisors's Fidelity Limited Term Bond ETF position peaked at $238K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2025.

Based on Adapt Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.