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Capital Analysts LLC’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Capital Analysts LLC’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
2023
Q2 		– Sell
-1,578
Closed -$78K – 1009
2023
Q1 		$78K Buy
+1,578
New +$78.6K ﹤0.01% 514

Other funds holding FLDR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Analysts LLC's FLDR Position: Q2 2023 in Review

Capital Analysts LLC sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2023, closing a stake of 1,578 shares — an estimated $78K sold.

Capital Analysts LLC first reported a position in FLDR in Q1 2023 and held it in 1 quarter. The position peaked at $78K in Q1 2023. 46 funds tracked by Wall St. Rank hold FLDR as of Q2 2023.

  • Capital Analysts LLC reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 1,578 Fidelity Low Duration Bond Factor ETF shares in Q2 2023, an estimated $78K.
  • Capital Analysts LLC first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2023 and held it in 1 quarter.
  • Capital Analysts LLC's Fidelity Low Duration Bond Factor ETF position peaked at $78K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2023.

Based on Capital Analysts LLC's 13F filing for Q2 2023, filed 11 Aug 2023.