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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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dynamic Advisor Solutions's FLTB Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2025, closing a stake of 14,355 shares — an estimated $727K sold.

Dynamic Advisor Solutions first reported a position in FLTB in Q4 2022 and held it in 12 quarters. The position peaked at $727K in Q3 2025. 81 funds tracked by Wall St. Rank hold FLTB as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 14,355 Fidelity Limited Term Bond ETF shares in Q4 2025, an estimated $727K.
  • Dynamic Advisor Solutions first reported a position in Fidelity Limited Term Bond ETF in Q4 2022 and held it in 12 quarters.
  • Dynamic Advisor Solutions's Fidelity Limited Term Bond ETF position peaked at $727K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.