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

MN 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
2024
Q3 		– Sell
-4,037
Closed -$202K – 102
2024
Q2 		$202K Buy
+4,037
New +$202K 0.12% 99

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

MN Wealth Advisors's FLDR Position: Q3 2024 in Review

MN Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2024, closing a stake of 4,037 shares — an estimated $202K sold.

MN Wealth Advisors first reported a position in FLDR in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 65 funds tracked by Wall St. Rank hold FLDR as of Q3 2024.

  • MN Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2024 after selling out during the quarter.
  • MN Wealth Advisors sold 4,037 Fidelity Low Duration Bond Factor ETF shares in Q3 2024, an estimated $202K.
  • MN Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2024 and held it in 1 quarter.
  • MN Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $202K in Q2 2024.
  • 65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2024.

Based on MN Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.