CFD
FLDR icon

Creative Financial Designs’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Creative Financial Designs’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
Q3 		– Sell
-235,506
Closed -$11.7M – 1300
2022
Q2 		$11.7M Buy
+235,506
New +$11.7M 1.92% 10

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Financial Designs's FLDR Position: Q3 2022 in Review

Creative Financial Designs sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2022, closing a stake of 235,506 shares — an estimated $11.7M sold.

Creative Financial Designs first reported a position in FLDR in Q2 2022 and held it in 1 quarter. The position peaked at $11.7M in Q2 2022. 40 funds tracked by Wall St. Rank hold FLDR as of Q3 2022.

  • Creative Financial Designs reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Creative Financial Designs sold 235,506 Fidelity Low Duration Bond Factor ETF shares in Q3 2022, an estimated $11.7M.
  • Creative Financial Designs first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2022 and held it in 1 quarter.
  • Creative Financial Designs's Fidelity Low Duration Bond Factor ETF position peaked at $11.7M in Q2 2022.
  • 40 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2022.

Based on Creative Financial Designs's 13F filing for Q3 2022, filed 1 Nov 2022.