Money Concepts Capital’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-609	Closed	-$30.2K	–	1333
2022 Q4	$30.2K	Buy	609 +54	+10%	+$2.67K	﹤0.01%	1471
2022 Q3	$27K	Hold	555	–	–	﹤0.01%	841
2022 Q2	$28K	Sell	555 -650	-54%	-$32.4K	﹤0.01%	811
2022 Q1	$60K	Buy	+1,205	New	+$60.8K	﹤0.01%	1166
2021 Q1	–	Sell	-2,950	Closed	-$151K	–	731
2020 Q4	$151K	Buy	+2,950	New	+$151K	0.01%	438

Other funds holding FLDR

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Money Concepts Capital's FLDR Position: Q1 2023 in Review

Money Concepts Capital sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2023, closing a stake of 609 shares — an estimated $30.2K sold.

Money Concepts Capital first reported a position in FLDR in Q4 2020 and held it in 5 quarters. The position peaked at $151K in Q4 2020. 43 funds tracked by Wall St. Rank hold FLDR as of Q1 2023.

Money Concepts Capital reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 609 Fidelity Low Duration Bond Factor ETF shares in Q1 2023, an estimated $30.2K.
Money Concepts Capital first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2020 and held it in 5 quarters.
Money Concepts Capital's Fidelity Low Duration Bond Factor ETF position peaked at $151K in Q4 2020.
43 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.