BDO Wealth Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

BDO Wealth Advisors’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
2019 Q1	–	Sell	-110	Closed	-$5K	–	627
2018 Q4	$5K	Hold	110	–	–	﹤0.01%	448
2018 Q3	$5K	Sell	110 -91	-45%	-$4.5K	﹤0.01%	500
2018 Q2	$10K	Sell	201 -279	-58%	-$13.8K	﹤0.01%	456
2018 Q1	$24K	Buy	+480	New	+$23.9K	0.01%	312
2017 Q3	–	Sell	-751	Closed	-$38K	–	476
2017 Q2	$38K	Buy	+751	New	+$37.9K	0.02%	254

Other funds holding FLTB

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

BDO Wealth Advisors's FLTB Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2019, closing a stake of 110 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in FLTB in Q2 2017 and held it in 5 quarters. The position peaked at $38K in Q2 2017. 38 funds tracked by Wall St. Rank hold FLTB as of Q1 2019.

BDO Wealth Advisors reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 110 Fidelity Limited Term Bond ETF shares in Q1 2019, an estimated $5K.
BDO Wealth Advisors first reported a position in Fidelity Limited Term Bond ETF in Q2 2017 and held it in 5 quarters.
BDO Wealth Advisors's Fidelity Limited Term Bond ETF position peaked at $38K in Q2 2017.
38 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.