Capital Advisors Ltd’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Capital Advisors Ltd’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
2025 Q3	–	Sell	-188	Closed	-$9K	–	1422
2025 Q2	$9K	Hold	188	–	–	﹤0.01%	814
2025 Q1	$9K	Hold	188	–	–	﹤0.01%	798
2024 Q4	$9K	Hold	188	–	–	﹤0.01%	809
2024 Q3	$9K	Hold	188	–	–	﹤0.01%	793
2024 Q2	$9K	Hold	188	–	–	﹤0.01%	771
2024 Q1	$9K	Hold	188	–	–	﹤0.01%	735
2023 Q4	$9K	Sell	188 -2,451	-93%	-$118K	﹤0.01%	706
2023 Q3	$126K	Hold	2,639	–	–	0.02%	307
2023 Q2	$127K	Hold	2,639	–	–	0.02%	314
2023 Q1	$128K	Hold	2,639	–	–	0.02%	289
2022 Q4	$127K	Buy	+2,639	New	+$126K	0.02%	287

Other funds holding FLTB

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Capital Advisors Ltd's FLTB Position: Q3 2025 in Review

Capital Advisors Ltd sold out of Fidelity Limited Term Bond ETF (FLTB) in Q3 2025, closing a stake of 188 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in FLTB in Q4 2022 and held it in 11 quarters. The position peaked at $128K in Q1 2023. 72 funds tracked by Wall St. Rank hold FLTB as of Q3 2025.

Capital Advisors Ltd reported no remaining Fidelity Limited Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Capital Advisors Ltd sold 188 Fidelity Limited Term Bond ETF shares in Q3 2025, an estimated $9K.
Capital Advisors Ltd first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and held it in 11 quarters.
Capital Advisors Ltd's Fidelity Limited Term Bond ETF position peaked at $128K in Q1 2023.
72 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q3 2025.

Based on Capital Advisors Ltd's 13F filing for Q3 2025, filed 16 Oct 2025.