Financial Partners Group (Kansas)’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Financial Partners Group (Kansas)’s Portfolio FCOR Stock Details FCOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,221	Closed	-$289K	–	159
2021 Q3	$289K	Sell	5,221 -1,418	-21%	-$79.6K	0.07%	132
2021 Q2	$370K	Sell	6,639 -25,213	-79%	-$1.39M	0.1%	104
2021 Q1	$1.73M	Sell	31,852 -4,383	-12%	-$243K	0.49%	37
2020 Q4	$2.05M	Sell	36,235 -2,754	-7%	-$156K	0.61%	31
2020 Q3	$2.18M	Sell	38,989 -29	-0.1%	-$1.64K	0.75%	30
2020 Q2	$2.16M	Sell	39,018 -1,684	-4%	-$90K	0.85%	28
2020 Q1	$2.03M	Sell	40,702 -475	-1%	-$25.1K	1.26%	17
2019 Q4	$2.23M	Buy	41,177 +187	+0.5%	+$9.91K	0.87%	26
2019 Q3	$2.17M	Buy	+40,990	New	+$2.15M	0.97%	23

Other funds holding FCOR

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Partners Group (Kansas)'s FCOR Position: Q4 2021 in Review

Financial Partners Group (Kansas) sold out of Fidelity Corporate Bond ETF (FCOR) in Q4 2021, closing a stake of 5,221 shares — an estimated $289K sold.

Financial Partners Group (Kansas) first reported a position in FCOR in Q3 2019 and held it in 9 quarters. The position peaked at $2.23M in Q4 2019. 46 funds tracked by Wall St. Rank hold FCOR as of Q4 2021.

Financial Partners Group (Kansas) reported no remaining Fidelity Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 5,221 Fidelity Corporate Bond ETF shares in Q4 2021, an estimated $289K.
Financial Partners Group (Kansas) first reported a position in Fidelity Corporate Bond ETF in Q3 2019 and held it in 9 quarters.
Financial Partners Group (Kansas)'s Fidelity Corporate Bond ETF position peaked at $2.23M in Q4 2019.
46 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q4 2021.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2021, filed 10 Feb 2022.