KMG Fiduciary Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

KMG Fiduciary Partners’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 Q1	–	Sell	-7,849	Closed	-$401K	–	174
2020 Q4	$401K	Buy	7,849 +1,977	+34%	+$101K	0.08%	129
2020 Q3	$300K	Buy	+5,872	New	+$300K	0.07%	127

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

KMG Fiduciary Partners's FLDR Position: Q1 2021 in Review

KMG Fiduciary Partners sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2021, closing a stake of 7,849 shares — an estimated $401K sold.

KMG Fiduciary Partners first reported a position in FLDR in Q3 2020 and held it in 2 quarters. The position peaked at $401K in Q4 2020. 36 funds tracked by Wall St. Rank hold FLDR as of Q1 2021.

KMG Fiduciary Partners reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2021 after selling out during the quarter.
KMG Fiduciary Partners sold 7,849 Fidelity Low Duration Bond Factor ETF shares in Q1 2021, an estimated $401K.
KMG Fiduciary Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2020 and held it in 2 quarters.
KMG Fiduciary Partners's Fidelity Low Duration Bond Factor ETF position peaked at $401K in Q4 2020.
36 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2021.

Based on KMG Fiduciary Partners's 13F filing for Q1 2021, filed 8 Apr 2021.