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FLTR icon

Cetera Advisors’s VanEck IG Floating Rate ETF FLTR Stock Holding History

Cetera Advisors’s Portfolio FLTR Stock Details FLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$793K Buy
+31,070
New +$788K 0.01% 1283
2014
Q2 		– Sell
-12,700
Closed -$313K – 610
2014
Q1 		$313K Sell
12,700
-500
-4% -$12.5K 0.04% 395
2013
Q4 		$329K Buy
+13,200
New +$330K 0.05% 358

Other funds holding FLTR

PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors's FLTR Position: Q1 2024 in Review

Cetera Advisors opened a new position in VanEck IG Floating Rate ETF (FLTR) in Q1 2024: 31,070 shares worth $793K. The stake represents 0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in FLTR as recently as Q1 2014.

Cetera Advisors first reported a position in FLTR in Q4 2013 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold FLTR as of Q1 2024.

  • Cetera Advisors held 31,070 shares of VanEck IG Floating Rate ETF worth $793K as of Q1 2024.
  • VanEck IG Floating Rate ETF was a new Cetera Advisors position in Q1 2024.
  • VanEck IG Floating Rate ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1283 holding.
  • Cetera Advisors first reported a position in VanEck IG Floating Rate ETF in Q4 2013 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.