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

Altium 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
2020
Q1 		– Sell
-5,710
Closed -$291K – 338
2019
Q4 		$291K Hold
5,710
– – 0.03% 223
2019
Q3 		$291K Sell
5,710
-100
-2% -$5.09K 0.04% 220
2019
Q2 		$295K Hold
5,810
– – 0.04% 218
2019
Q1 		$291K Hold
5,810
– – 0.05% 217
2018
Q4 		$287K Buy
+5,810
New +$286K 0.05% 212

Other funds holding FLTB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Altium Wealth Management's FLTB Position: Q1 2020 in Review

Altium Wealth Management sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2020, closing a stake of 5,710 shares — an estimated $291K sold.

Altium Wealth Management first reported a position in FLTB in Q4 2018 and held it in 5 quarters. The position peaked at $295K in Q2 2019. 41 funds tracked by Wall St. Rank hold FLTB as of Q1 2020.

  • Altium Wealth Management reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Altium Wealth Management sold 5,710 Fidelity Limited Term Bond ETF shares in Q1 2020, an estimated $291K.
  • Altium Wealth Management first reported a position in Fidelity Limited Term Bond ETF in Q4 2018 and held it in 5 quarters.
  • Altium Wealth Management's Fidelity Limited Term Bond ETF position peaked at $295K in Q2 2019.
  • 41 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.