Arkadios Wealth Advisors
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Arkadios Wealth Advisors’s Fidelity US Multifactor ETF FLRG Stock Holding History

Arkadios Wealth 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
2024
Q3 		– Sell
-6,522
Closed -$206K – 947
2024
Q2 		$206K Sell
6,522
-18,046
-73% -$548K 0.01% 757
2024
Q1 		$750K Sell
24,568
-572
-2% -$16.6K 0.06% 292
2023
Q4 		$699K Buy
+25,140
New +$664K 0.06% 292

Other funds holding FLRG

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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.06B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Arkadios Wealth Advisors's FLRG Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of Fidelity US Multifactor ETF (FLRG) in Q3 2024, closing a stake of 6,522 shares — an estimated $206K sold.

Arkadios Wealth Advisors first reported a position in FLRG in Q4 2023 and held it in 3 quarters. The position peaked at $750K in Q1 2024. 18 funds tracked by Wall St. Rank hold FLRG as of Q3 2024.

  • Arkadios Wealth Advisors reported no remaining Fidelity US Multifactor ETF position as of Q3 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 6,522 Fidelity US Multifactor ETF shares in Q3 2024, an estimated $206K.
  • Arkadios Wealth Advisors first reported a position in Fidelity US Multifactor ETF in Q4 2023 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Fidelity US Multifactor ETF position peaked at $750K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.