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

Lido 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
2022 Q2	–	Sell	-4,578	Closed	-$229K	–	985
2022 Q1	$229K	Sell	4,578 -200	-4%	-$10.1K	﹤0.01%	910
2021 Q4	$242K	Sell	4,778 -398	-8%	-$20.2K	﹤0.01%	893
2021 Q3	$263K	Sell	5,176 -199	-4%	-$10.1K	﹤0.01%	789
2021 Q2	$273K	Sell	5,375 -140	-3%	-$7.11K	﹤0.01%	750
2021 Q1	$280K	Sell	5,515 -235	-4%	-$12K	﹤0.01%	688
2020 Q4	$293K	Buy	+5,750	New	+$293K	0.01%	628

Other funds holding FLDR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LWP

Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Lido Advisors's FLDR Position: Q2 2022 in Review

Lido Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2022, closing a stake of 4,578 shares — an estimated $229K sold.

Lido Advisors first reported a position in FLDR in Q4 2020 and held it in 6 quarters. The position peaked at $293K in Q4 2020. 43 funds tracked by Wall St. Rank hold FLDR as of Q2 2022.

Lido Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2022 after selling out during the quarter.
Lido Advisors sold 4,578 Fidelity Low Duration Bond Factor ETF shares in Q2 2022, an estimated $229K.
Lido Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2020 and held it in 6 quarters.
Lido Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $293K in Q4 2020.
43 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.