HFRG
FLDR icon

Houlihan Financial Resource Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Houlihan Financial Resource Group’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
Q3 		$51K Buy
+1,000
New +$51.1K 0.03% 167

Other funds holding FLDR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Houlihan Financial Resource Group's FLDR Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2020: 1,000 shares worth $51K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings.

30 funds tracked by Wall St. Rank hold FLDR as of Q3 2020.

  • Houlihan Financial Resource Group held 1,000 shares of Fidelity Low Duration Bond Factor ETF worth $51K as of Q3 2020.
  • Fidelity Low Duration Bond Factor ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • Fidelity Low Duration Bond Factor ETF made up 0.03% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #167 holding.
  • 30 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.