Focus Partners Wealth
FLTB icon

Focus Partners Wealth’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Focus Partners Wealth’s Portfolio FLTB Stock Details FLTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$886K Sell
17,623
-645
-4% -$32.7K ﹤0.01% 1677
2025
Q4 		$925K Sell
18,268
-376
-2% -$19.1K ﹤0.01% 1668
2025
Q3 		$944K Sell
18,644
-805
-4% -$40.7K ﹤0.01% 1309
2025
Q2 		$980K Sell
19,449
-669
-3% -$33.5K ﹤0.01% 1152
2025
Q1 		$1.01M Sell
20,118
-1,654
-8% -$82.6K ﹤0.01% 1070
2024
Q4 		$1.08M Buy
21,772
+487
+2% +$24.3K ﹤0.01% 1032
2024
Q3 		$1.07M Buy
+21,285
New +$1.06M ﹤0.01% 926

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return