Merit Financial Group’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Merit Financial Group’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$286K	Buy	+5,705	New	+$287K	﹤0.01%	1843

Other funds holding FLTB

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Merit Financial Group's FLTB Position: Q2 2026 in Review

Merit Financial Group opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q2 2026: 5,705 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1843 among its holdings.

12 funds tracked by Wall St. Rank hold FLTB as of Q2 2026.

Merit Financial Group held 5,705 shares of Fidelity Limited Term Bond ETF worth $286K as of Q2 2026.
Fidelity Limited Term Bond ETF was a new Merit Financial Group position in Q2 2026.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1843 holding.
12 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.