Ausdal Financial Partners’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Ausdal Financial Partners’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
2022 Q4	–	Sell	-5,708	Closed	-$272K	–	459
2022 Q3	$272K	Buy	5,708 +19	+0.3%	+$924	0.04%	350
2022 Q2	$277K	Sell	5,689 -1,270	-18%	-$62.3K	0.04%	355
2022 Q1	$346K	Buy	6,959 +12	+0.2%	+$609	0.05%	344
2021 Q4	$360K	Sell	6,947 -1,706	-20%	-$88.6K	0.05%	343
2021 Q3	$452K	Buy	+8,653	New	+$454K	0.07%	288
2016 Q1	–	Sell	-47	Closed	-$2K	–	511
2015 Q4	$2K	Buy	+47	New	+$2.36K	﹤0.01%	1214

Other funds holding FLTB

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ausdal Financial Partners's FLTB Position: Q4 2022 in Review

Ausdal Financial Partners sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2022, closing a stake of 5,708 shares — an estimated $272K sold.

Ausdal Financial Partners first reported a position in FLTB in Q4 2015 and held it in 6 quarters. The position peaked at $452K in Q3 2021. 70 funds tracked by Wall St. Rank hold FLTB as of Q4 2022.

Ausdal Financial Partners reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Ausdal Financial Partners sold 5,708 Fidelity Limited Term Bond ETF shares in Q4 2022, an estimated $272K.
Ausdal Financial Partners first reported a position in Fidelity Limited Term Bond ETF in Q4 2015 and held it in 6 quarters.
Ausdal Financial Partners's Fidelity Limited Term Bond ETF position peaked at $452K in Q3 2021.
70 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.