Nations Financial Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Nations Financial Group’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	-21,243	Closed	-$1.08M	–	442
2021 Q2	$1.08M	Sell	21,243 -46,748	-69%	-$2.37M	0.18%	153
2021 Q1	$3.45M	Sell	67,991 -19,358	-22%	-$985K	0.79%	19
2020 Q4	$4.46M	Buy	87,349 +5,946	+7%	+$303K	1.17%	13
2020 Q3	$4.16M	Buy	81,403 +27,301	+50%	+$1.39M	1.29%	14
2020 Q2	$2.75M	Buy	54,102 +1,688	+3%	+$84.9K	0.98%	20
2020 Q1	$2.56M	Sell	52,414 -50,225	-49%	-$2.52M	1.09%	15
2019 Q4	$5.2M	Buy	102,639 +18,263	+22%	+$927K	1.79%	7
2019 Q3	$4.28M	Buy	+84,376	New	+$4.28M	1.54%	8

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

Wells Fargo San Francisco, California $530B 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Nations Financial Group's FLDR Position: Q3 2021 in Review

Nations Financial Group sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2021, closing a stake of 21,243 shares — an estimated $1.08M sold.

Nations Financial Group first reported a position in FLDR in Q3 2019 and held it in 8 quarters. The position peaked at $5.2M in Q4 2019. 32 funds tracked by Wall St. Rank hold FLDR as of Q3 2021.

Nations Financial Group reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2021 after selling out during the quarter.
Nations Financial Group sold 21,243 Fidelity Low Duration Bond Factor ETF shares in Q3 2021, an estimated $1.08M.
Nations Financial Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2019 and held it in 8 quarters.
Nations Financial Group's Fidelity Low Duration Bond Factor ETF position peaked at $5.2M in Q4 2019.
32 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2021.

Based on Nations Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.