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

Next 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
2021 Q4	$25K	Buy	+489	New	+$25.4K	﹤0.01%	1783
2019 Q2	–	Sell	-180	Closed	-$9K	–	2326
2019 Q1	$9K	Hold	180	–	–	﹤0.01%	1133
2018 Q4	$9K	Hold	180	–	–	﹤0.01%	1373
2018 Q3	$9K	Buy	+180	New	+$8.89K	﹤0.01%	1011
2017 Q4	–	Sell	-180	Closed	-$9K	–	645
2017 Q3	$9K	Hold	180	–	–	﹤0.01%	1249
2017 Q2	$9K	Hold	180	–	–	﹤0.01%	1345
2017 Q1	$9K	Hold	180	–	–	﹤0.01%	1312
2016 Q4	$9K	Hold	180	–	–	﹤0.01%	1686
2016 Q3	$9K	Hold	180	–	–	﹤0.01%	1688
2016 Q2	$9K	Hold	180	–	–	﹤0.01%	1216
2016 Q1	$9K	Buy	+180	New	+$9.01K	﹤0.01%	1193

Other funds holding FLTB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NPF

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

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

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

Next Financial Group's FLTB Position: Q4 2021 in Review

Next Financial Group opened a new position in Fidelity Limited Term Bond ETF (FLTB) in Q4 2021: 489 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1783 among its holdings. This is a return to the name: Next Financial Group previously reported a position in FLTB as recently as Q1 2019.

Next Financial Group first reported a position in FLTB in Q1 2016 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold FLTB as of Q4 2021.

Next Financial Group held 489 shares of Fidelity Limited Term Bond ETF worth $25K as of Q4 2021.
Fidelity Limited Term Bond ETF was a new Next Financial Group position in Q4 2021.
Fidelity Limited Term Bond ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1783 holding.
Next Financial Group first reported a position in Fidelity Limited Term Bond ETF in Q1 2016 and has held it in 11 quarters since.
58 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.