Financial Partners Group (Kansas)’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Financial Partners Group (Kansas)’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
2021 Q4	–	Sell	-25,325	Closed	-$1.29M	–	161
2021 Q3	$1.29M	Sell	25,325 -7,178	-22%	-$365K	0.3%	52
2021 Q2	$1.65M	Sell	32,503 -22,394	-41%	-$1.14M	0.43%	40
2021 Q1	$2.78M	Sell	54,897 -5,859	-10%	-$298K	0.79%	32
2020 Q4	$3.1M	Sell	60,756 -7,482	-11%	-$382K	0.93%	27
2020 Q3	$3.48M	Sell	68,238 -3,697	-5%	-$189K	1.2%	22
2020 Q2	$3.66M	Buy	+71,935	New	+$3.62M	1.43%	21
2020 Q1	–	Sell	-87,879	Closed	-$4.47M	–	74
2019 Q4	$4.47M	Buy	87,879 +3,357	+4%	+$170K	1.74%	14
2019 Q3	$4.29M	Buy	84,522 +33,917	+67%	+$1.72M	1.91%	14
2019 Q2	$2.56M	Buy	+50,605	New	+$2.55M	1.2%	21

Other funds holding FLDR

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Financial Partners Group (Kansas) sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q4 2021, closing a stake of 25,325 shares — an estimated $1.29M sold.

Financial Partners Group (Kansas) first reported a position in FLDR in Q2 2019 and held it in 9 quarters. The position peaked at $4.47M in Q4 2019. 38 funds tracked by Wall St. Rank hold FLDR as of Q4 2021.

Financial Partners Group (Kansas) reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q4 2021 after selling out during the quarter.
Financial Partners Group (Kansas) sold 25,325 Fidelity Low Duration Bond Factor ETF shares in Q4 2021, an estimated $1.29M.
Financial Partners Group (Kansas) first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2019 and held it in 9 quarters.
Financial Partners Group (Kansas)'s Fidelity Low Duration Bond Factor ETF position peaked at $4.47M in Q4 2019.
38 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2021.

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