Bedel Financial Consulting’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-4	Closed	–	–	423
2022 Q1	$0	Sell	4 -16	-80%	-$807	﹤0.01%	998
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	943
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	931
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	926
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	888
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	791
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	765
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	728
2020 Q1	$1K	Buy	20 +1	+5%	+$50	﹤0.01%	737
2019 Q4	$1K	Hold	19	–	–	﹤0.01%	723
2019 Q3	$1K	Hold	19	–	–	﹤0.01%	703
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	684
2019 Q1	$1K	Buy	+19	New	+$953	﹤0.01%	674

Other funds holding FLDR

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

LWP

Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Bedel Financial Consulting's FLDR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2022, closing a stake of 4 shares.

Bedel Financial Consulting first reported a position in FLDR in Q1 2019 and held it in 13 quarters. The position peaked at $1K in Q4 2021. 43 funds tracked by Wall St. Rank hold FLDR as of Q2 2022.

Bedel Financial Consulting reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 4 Fidelity Low Duration Bond Factor ETF shares in Q2 2022.
Bedel Financial Consulting first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2019 and held it in 13 quarters.
Bedel Financial Consulting's Fidelity Low Duration Bond Factor ETF position peaked at $1K in Q4 2021.
43 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.