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Advisor Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Advisor Group’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
2019
Q4 		$42K Buy
848
+780
+1,147% +$39.6K ﹤0.01% 3521
2019
Q3 		$3K Buy
+68
New +$3.45K ﹤0.01% 4830
2019
Q2 		– Sell
-251
Closed -$13K – 5266
2019
Q1 		$13K Buy
+251
New +$12.6K ﹤0.01% 4223

Other funds holding FLDR

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
WR
Watson Rebecca $170M AUM 9.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Advisor Group's FLDR Position: Q4 2019 in Review

Advisor Group increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1,147% in Q4 2019, buying an estimated $39.6K and bringing the position to 848 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3521.

Advisor Group first reported a position in FLDR in Q1 2019 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold FLDR as of Q4 2019.

  • Advisor Group held 848 shares of Fidelity Low Duration Bond Factor ETF worth $42K as of Q4 2019.
  • Advisor Group bought 780 Fidelity Low Duration Bond Factor ETF shares in Q4 2019, an estimated $39.6K.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3521 holding.
  • Advisor Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2019 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.