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Freedom Wealth Alliance’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-500
Closed -$24.7K – 202
2022
Q4 		$24.7K Buy
+500
New +$24.7K 0.03% 178

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Wells Fargo
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Freedom Wealth Alliance's FLDR Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2023, closing a stake of 500 shares — an estimated $24.7K sold.

Freedom Wealth Alliance first reported a position in FLDR in Q4 2022 and held it in 1 quarter. The position peaked at $24.7K in Q4 2022. 43 funds tracked by Wall St. Rank hold FLDR as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 500 Fidelity Low Duration Bond Factor ETF shares in Q1 2023, an estimated $24.7K.
  • Freedom Wealth Alliance first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Fidelity Low Duration Bond Factor ETF position peaked at $24.7K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.