BRWA
FLDR icon

B. Riley Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

B. Riley Wealth Advisors’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,254
Closed -$469K – 834
2019
Q4 		$469K Buy
+9,254
New +$470K 0.04% 455

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HF
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B. Riley Wealth Advisors's FLDR Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2020, closing a stake of 9,254 shares — an estimated $469K sold.

B. Riley Wealth Advisors first reported a position in FLDR in Q4 2019 and held it in 1 quarter. The position peaked at $469K in Q4 2019. 28 funds tracked by Wall St. Rank hold FLDR as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,254 Fidelity Low Duration Bond Factor ETF shares in Q1 2020, an estimated $469K.
  • B. Riley Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $469K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.