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Ancora Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Ancora 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
Q3 		– Sell
-3,900
Closed -$197K – 1993
2025
Q2 		$197K Hold
3,900
– – ﹤0.01% 730
2025
Q1 		$195K Hold
3,900
– – ﹤0.01% 712
2024
Q4 		$194K Hold
3,900
– – ﹤0.01% 718
2024
Q3 		$196K Hold
3,900
– – ﹤0.01% 698
2024
Q2 		$191K Hold
3,900
– – ﹤0.01% 668
2024
Q1 		$191K Hold
3,900
– – ﹤0.01% 685
2023
Q4 		$192K Sell
3,900
-5,700
-59% -$275K ﹤0.01% 679
2023
Q3 		$459K Hold
9,600
– – 0.01% 497
2023
Q2 		$461K Sell
9,600
-9,500
-50% -$460K 0.01% 483
2023
Q1 		$926K Hold
19,100
– – 0.03% 364
2022
Q4 		$916K Hold
19,100
– – 0.03% 371
2022
Q3 		$909K Hold
19,100
– – 0.03% 374
2022
Q2 		$930K Sell
19,100
-6,496
-25% -$319K 0.03% 382
2022
Q1 		$1.27M Buy
25,596
+375
+1% +$19K 0.03% 354
2021
Q4 		$1.31M Hold
25,221
– – 0.03% 349
2021
Q3 		$1.32M Hold
25,221
– – 0.03% 343
2021
Q2 		$1.32M Buy
25,221
+7,724
+44% +$405K 0.03% 345
2021
Q1 		$915K Buy
17,497
+15,200
+662% +$800K 0.03% 405
2020
Q4 		$121K Hold
2,297
– – ﹤0.01% 716
2020
Q3 		$121K Hold
2,297
– – ﹤0.01% 683
2020
Q2 		$120K Hold
2,297
– – 0.01% 676
2020
Q1 		$114K Buy
2,297
+73
+3% +$3.71K 0.01% 753
2019
Q4 		$113K Buy
+2,224
New +$113K ﹤0.01% 754

Other funds holding FLTB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

Ancora Advisors's FLTB Position: Q3 2025 in Review

Ancora Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2025, closing a stake of 3,900 shares — an estimated $197K sold.

Ancora Advisors first reported a position in FLTB in Q4 2019 and held it in 23 quarters. The position peaked at $1.32M in Q2 2021. 72 funds tracked by Wall St. Rank hold FLTB as of Q3 2025.

  • Ancora Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ancora Advisors sold 3,900 Fidelity Limited Term Bond ETF shares in Q3 2025, an estimated $197K.
  • Ancora Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2019 and held it in 23 quarters.
  • Ancora Advisors's Fidelity Limited Term Bond ETF position peaked at $1.32M in Q2 2021.
  • 72 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2025.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.