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Clearview Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Clearview Wealth Advisors’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
Q1 		– Sell
-499
Closed -$24.7K – 681
2022
Q4 		$24.7K Hold
499
– – 0.02% 223
2022
Q3 		$25K Hold
499
– – 0.02% 231
2022
Q2 		$25K Buy
+499
New +$24.9K 0.02% 247

Other funds holding FLDR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearview Wealth Advisors's FLDR Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2023, closing a stake of 499 shares — an estimated $24.7K sold.

Clearview Wealth Advisors first reported a position in FLDR in Q2 2022 and held it in 3 quarters. The position peaked at $25K in Q3 2022. 43 funds tracked by Wall St. Rank hold FLDR as of Q1 2023.

  • Clearview Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 499 Fidelity Low Duration Bond Factor ETF shares in Q1 2023, an estimated $24.7K.
  • Clearview Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $25K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.