Family Asset Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Family Asset 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
2024 Q3	$1.24M	Buy	+24,678	New	+$1.24M	0.75%	32

Other funds holding FLDR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

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

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Family Asset Management's FLDR Position: Q3 2024 in Review

Family Asset Management opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2024: 24,678 shares worth $1.24M. The stake represents 0.75% of the portfolio and ranks #32 among its holdings.

65 funds tracked by Wall St. Rank hold FLDR as of Q3 2024.

Family Asset Management held 24,678 shares of Fidelity Low Duration Bond Factor ETF worth $1.24M as of Q3 2024.
Fidelity Low Duration Bond Factor ETF was a new Family Asset Management position in Q3 2024.
Fidelity Low Duration Bond Factor ETF made up 0.75% of Family Asset Management's portfolio in Q3 2024, its #32 holding.
65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.