AWM
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AE Wealth Management’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

AE Wealth Management’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
2026
Q1 		$73 Sell
1
-62
-98% -$3.14K ﹤0.01% 2572
2025
Q4 		$3.21K Buy
63
+62
+6,200% +$3.15K ﹤0.01% 2287
2025
Q3 		$72 Hold
1
– – ﹤0.01% 2269
2025
Q2 		$71 Sell
1
-2
-67% -$100 ﹤0.01% 2142
2025
Q1 		$136 Hold
3
– – ﹤0.01% 2133
2024
Q4 		$134 Buy
+3
New +$150 ﹤0.01% 2110
2022
Q2 		– Sell
-9,103
Closed -$453K – 1754
2022
Q1 		$453K Buy
9,103
+1,006
+12% +$51.1K ﹤0.01% 1267
2021
Q4 		$419K Sell
8,097
-176
-2% -$9.14K ﹤0.01% 1327
2021
Q3 		$432K Sell
8,273
-1,071
-11% -$56.2K ﹤0.01% 1221
2021
Q2 		$489K Buy
9,344
+1,208
+15% +$63.3K ﹤0.01% 1145
2021
Q1 		$425K Buy
8,136
+2,672
+49% +$141K ﹤0.01% 1097
2020
Q4 		$289K Buy
5,464
+257
+5% +$13.5K ﹤0.01% 1157
2020
Q3 		$273K Buy
+5,207
New +$274K ﹤0.01% 1076
2020
Q2 		– Sell
-27,816
Closed -$1.39M – 1285
2020
Q1 		$1.39M Buy
+27,816
New +$1.41M 0.03% 404
2019
Q2 		– Sell
-4,133
Closed -$207K – 982
2019
Q1 		$207K Sell
4,133
-22,400
-84% -$1.11M 0.01% 585
2018
Q4 		$1.31M Buy
+26,533
New +$1.3M 0.22% 111

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

AE Wealth Management's FLTB Position: Q1 2026 in Review

AE Wealth Management reduced its Fidelity Limited Term Bond ETF (FLTB) stake by 98% in Q1 2026, selling an estimated $3.14K and leaving 1 share worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

AE Wealth Management first reported a position in FLTB in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.39M in Q1 2020. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • AE Wealth Management held 1 share of Fidelity Limited Term Bond ETF worth $73 as of Q1 2026.
  • AE Wealth Management sold 62 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $3.14K.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2572 holding.
  • AE Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2018 and has held it in 16 quarters since.
  • AE Wealth Management's Fidelity Limited Term Bond ETF position peaked at $1.39M in Q1 2020.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.