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Gladstone Institutional Advisory’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Gladstone Institutional Advisory’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
2024
Q1 		– Sell
-5,555
Closed -$277K – 663
2023
Q4 		$277K Buy
+5,555
New +$276K 0.02% 542

Other funds holding FLDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Gladstone Institutional Advisory's FLDR Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2024, closing a stake of 5,555 shares — an estimated $277K sold.

Gladstone Institutional Advisory first reported a position in FLDR in Q4 2023 and held it in 1 quarter. The position peaked at $277K in Q4 2023. 58 funds tracked by Wall St. Rank hold FLDR as of Q1 2024.

  • Gladstone Institutional Advisory reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,555 Fidelity Low Duration Bond Factor ETF shares in Q1 2024, an estimated $277K.
  • Gladstone Institutional Advisory first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Fidelity Low Duration Bond Factor ETF position peaked at $277K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.