HHM Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

HHM Wealth Advisors’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	-79	Closed	-$4K	–	676
2021 Q3	$4K	Hold	79	–	–	﹤0.01%	561
2021 Q2	$4K	Buy	+79	New	+$4.01K	﹤0.01%	541

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 $71.6B AUM 21.08% 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

HHM Wealth Advisors's FLDR Position: Q4 2021 in Review

HHM Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q4 2021, closing a stake of 79 shares — an estimated $4K sold.

HHM Wealth Advisors first reported a position in FLDR in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 38 funds tracked by Wall St. Rank hold FLDR as of Q4 2021.

HHM Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q4 2021 after selling out during the quarter.
HHM Wealth Advisors sold 79 Fidelity Low Duration Bond Factor ETF shares in Q4 2021, an estimated $4K.
HHM Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2021 and held it in 2 quarters.
HHM Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $4K in Q3 2021.
38 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2021.

Based on HHM Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.