Elmwood Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Elmwood Wealth Management’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 Q3	–	Sell	-5,754	Closed	-$287K	–	119
2023 Q2	$287K	Hold	5,754	–	–	0.13%	108
2023 Q1	$286K	Hold	5,754	–	–	0.13%	108
2022 Q4	$285K	Hold	5,754	–	–	0.14%	108
2022 Q3	$284K	Hold	5,754	–	–	0.14%	101
2022 Q2	$285K	Hold	5,754	–	–	0.16%	100
2022 Q1	$289K	Hold	5,754	–	–	0.15%	103
2021 Q4	$292K	Buy	+5,754	New	+$292K	0.14%	105
2021 Q2	$292K	Hold	5,754	–	–	0.15%	95
2021 Q1	$292K	Buy	+5,754	New	+$293K	0.18%	92

Other funds holding FLDR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Elmwood Wealth Management's FLDR Position: Q3 2023 in Review

Elmwood Wealth Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2023, closing a stake of 5,754 shares — an estimated $287K sold.

Elmwood Wealth Management first reported a position in FLDR in Q1 2021 and held it in 9 quarters. The position peaked at $292K in Q4 2021. 54 funds tracked by Wall St. Rank hold FLDR as of Q3 2023.

Elmwood Wealth Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2023 after selling out during the quarter.
Elmwood Wealth Management sold 5,754 Fidelity Low Duration Bond Factor ETF shares in Q3 2023, an estimated $287K.
Elmwood Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2021 and held it in 9 quarters.
Elmwood Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $292K in Q4 2021.
54 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2023.

Based on Elmwood Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.