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Aptus Capital Advisors’s Fidelity US Multifactor ETF FLRG Stock Holding History

Aptus Capital Advisors’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,251
Closed -$32.6K – 915
2023
Q2 		$32.6K Buy
+1,251
New +$31.5K ﹤0.01% 615
2022
Q1 		– Sell
-858
Closed -$23K – 697
2021
Q4 		$23K Buy
+858
New +$22.5K ﹤0.01% 460

Other funds holding FLRG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aptus Capital Advisors's FLRG Position: Q3 2023 in Review

Aptus Capital Advisors sold out of Fidelity US Multifactor ETF (FLRG) in Q3 2023, closing a stake of 1,251 shares — an estimated $32.6K sold.

Aptus Capital Advisors first reported a position in FLRG in Q4 2021 and held it in 2 quarters. The position peaked at $32.6K in Q2 2023. 5 funds tracked by Wall St. Rank hold FLRG as of Q3 2023.

  • Aptus Capital Advisors reported no remaining Fidelity US Multifactor ETF position as of Q3 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,251 Fidelity US Multifactor ETF shares in Q3 2023, an estimated $32.6K.
  • Aptus Capital Advisors first reported a position in Fidelity US Multifactor ETF in Q4 2021 and held it in 2 quarters.
  • Aptus Capital Advisors's Fidelity US Multifactor ETF position peaked at $32.6K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q3 2023.

Based on Aptus Capital Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.