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

ERTS 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
2019 Q3	–	Sell	-10,002	Closed	-$505K	–	87
2019 Q2	$505K	Sell	10,002 -5,589	-36%	-$282K	0.28%	47
2019 Q1	$785K	Buy	+15,591	New	+$782K	0.47%	31

Other funds holding FLDR

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return

ERTS Wealth Advisors's FLDR Position: Q3 2019 in Review

ERTS Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2019, closing a stake of 10,002 shares — an estimated $505K sold.

ERTS Wealth Advisors first reported a position in FLDR in Q1 2019 and held it in 2 quarters. The position peaked at $785K in Q1 2019. 16 funds tracked by Wall St. Rank hold FLDR as of Q3 2019.

ERTS Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 10,002 Fidelity Low Duration Bond Factor ETF shares in Q3 2019, an estimated $505K.
ERTS Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2019 and held it in 2 quarters.
ERTS Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $785K in Q1 2019.
16 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2019.

Based on ERTS Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.