DAS
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Dynamic Advisor Solutions’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-14,355
Closed -$727K – 964
2025
Q3 		$727K Buy
14,355
+49
+0.3% +$2.48K 0.02% 537
2025
Q2 		$721K Buy
14,306
+8
+0.1% +$401 0.02% 521
2025
Q1 		$716K Sell
14,298
-202
-1% -$10.1K 0.02% 496
2024
Q4 		$720K Buy
14,500
+163
+1% +$8.13K 0.03% 374
2024
Q3 		$722K Sell
14,337
-27
-0.2% -$1.35K 0.02% 531
2024
Q2 		$705K Buy
14,364
+1,053
+8% +$51.5K 0.02% 538
2024
Q1 		$653K Buy
13,311
+5,367
+68% +$263K 0.02% 540
2023
Q4 		$389K Buy
7,944
+1,453
+22% +$70.1K 0.01% 639
2023
Q3 		$310K Buy
6,491
+226
+4% +$10.9K 0.01% 648
2023
Q2 		$301K Buy
6,265
+205
+3% +$9.93K 0.02% 626
2023
Q1 		$294K Buy
6,060
+406
+7% +$19.6K 0.02% 597
2022
Q4 		$271K Buy
+5,654
New +$270K 0.02% 580

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $376B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return