FormulaFolio Investments’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

FormulaFolio Investments’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
2020 Q1	–	Sell	-71,333	Closed	-$3.61M	–	314
2019 Q4	$3.61M	Buy	71,333 +53,635	+303%	+$2.72M	0.13%	87
2019 Q3	$898K	Buy	17,698 +5,915	+50%	+$300K	0.03%	169
2019 Q2	$595K	Buy	11,783 +215	+2%	+$10.8K	0.03%	191
2019 Q1	$582K	Buy	+11,568	New	+$580K	0.03%	180

Other funds holding FLDR

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

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

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

LWA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FormulaFolio Investments's FLDR Position: Q1 2020 in Review

FormulaFolio Investments sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2020, closing a stake of 71,333 shares — an estimated $3.61M sold.

FormulaFolio Investments first reported a position in FLDR in Q1 2019 and held it in 4 quarters. The position peaked at $3.61M in Q4 2019. 28 funds tracked by Wall St. Rank hold FLDR as of Q1 2020.

FormulaFolio Investments reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2020 after selling out during the quarter.
FormulaFolio Investments sold 71,333 Fidelity Low Duration Bond Factor ETF shares in Q1 2020, an estimated $3.61M.
FormulaFolio Investments first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2019 and held it in 4 quarters.
FormulaFolio Investments's Fidelity Low Duration Bond Factor ETF position peaked at $3.61M in Q4 2019.
28 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.