LWA
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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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return