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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.