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

Lineweaver 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 Q3	–	Sell	-7,029	Closed	-$357K	–	140
2021 Q2	$357K	Buy	7,029 +8	+0.1%	+$406	0.12%	88
2021 Q1	$356K	Sell	7,021 -391	-5%	-$19.9K	0.13%	81
2020 Q4	$378K	Sell	7,412 -45,636	-86%	-$2.33M	0.15%	64
2020 Q3	$2.71M	Buy	53,048 +1,277	+2%	+$65.2K	1.21%	21
2020 Q2	$2.63M	Sell	51,771 -14,345	-22%	-$721K	1.34%	20
2020 Q1	$3.23M	Buy	66,116 +677	+1%	+$34K	2.03%	18
2019 Q4	$3.31M	Buy	+65,439	New	+$3.32M	1.87%	18

Other funds holding FLDR

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Lineweaver Wealth Advisors's FLDR Position: Q3 2021 in Review

Lineweaver Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2021, closing a stake of 7,029 shares — an estimated $357K sold.

Lineweaver Wealth Advisors first reported a position in FLDR in Q4 2019 and held it in 7 quarters. The position peaked at $3.31M in Q4 2019. 32 funds tracked by Wall St. Rank hold FLDR as of Q3 2021.

Lineweaver Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2021 after selling out during the quarter.
Lineweaver Wealth Advisors sold 7,029 Fidelity Low Duration Bond Factor ETF shares in Q3 2021, an estimated $357K.
Lineweaver Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and held it in 7 quarters.
Lineweaver Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $3.31M in Q4 2019.
32 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.