Money Concepts Capital’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-176	Closed	-$8.46K	–	1346
2022 Q4	$8.46K	Buy	+176	New	+$8.4K	﹤0.01%	2095
2022 Q2	–	Sell	-318	Closed	-$16K	–	1849
2022 Q1	$16K	Buy	+318	New	+$16.1K	﹤0.01%	1709
2021 Q1	–	Sell	-115	Closed	-$6K	–	732
2020 Q4	$6K	Buy	+115	New	+$6.06K	﹤0.01%	618

Other funds holding FLTB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Money Concepts Capital sold out of Fidelity Limited Term Bond ETF (FLTB) in Q1 2023, closing a stake of 176 shares — an estimated $8.46K sold.

Money Concepts Capital first reported a position in FLTB in Q4 2020 and held it in 3 quarters. The position peaked at $16K in Q1 2022. 59 funds tracked by Wall St. Rank hold FLTB as of Q1 2023.

Money Concepts Capital reported no remaining Fidelity Limited Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 176 Fidelity Limited Term Bond ETF shares in Q1 2023, an estimated $8.46K.
Money Concepts Capital first reported a position in Fidelity Limited Term Bond ETF in Q4 2020 and held it in 3 quarters.
Money Concepts Capital's Fidelity Limited Term Bond ETF position peaked at $16K in Q1 2022.
59 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2023.

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