EWA
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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

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
TA
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.