Ladenburg Thalmann Financial Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$12.4M	Buy	244,278 +106,967	+78%	+$5.43M	0.08%	251
2019 Q3	$6.96M	Buy	137,311 +133,769	+3,777%	+$6.78M	0.05%	372
2019 Q2	$179K	Buy	3,542 +2,732	+337%	+$138K	﹤0.01%	2549
2019 Q1	$41K	Hold	810	–	–	﹤0.01%	3534
2018 Q4	$40K	Buy	810 +300	+59%	+$15K	﹤0.01%	3407
2018 Q3	$26K	Buy	+510	New	+$25.6K	﹤0.01%	3736

Other funds holding FLDR

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Watson Rebecca $170M AUM 9.19% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's FLDR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 78% in Q4 2019, buying an estimated $5.43M and bringing the position to 244,278 shares worth $12.4M. The position accounts for 0.08% of the portfolio, ranked #251.

Ladenburg Thalmann Financial Services first reported a position in FLDR in Q3 2018 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold FLDR as of Q4 2019.

Ladenburg Thalmann Financial Services held 244,278 shares of Fidelity Low Duration Bond Factor ETF worth $12.4M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 106,967 Fidelity Low Duration Bond Factor ETF shares in Q4 2019, an estimated $5.43M.
Fidelity Low Duration Bond Factor ETF made up 0.08% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #251 holding.
Ladenburg Thalmann Financial Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2018 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.