Private Advisor Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Private Advisor 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
2024 Q4	–	Sell	-4,607	Closed	-$231K	–	2366
2024 Q3	$231K	Sell	4,607 -641	-12%	-$32.2K	﹤0.01%	2125
2024 Q2	$262K	Sell	5,248 -379	-7%	-$18.9K	﹤0.01%	1988
2024 Q1	$281K	Sell	5,627 -341	-6%	-$17K	﹤0.01%	1890
2023 Q4	$298K	Buy	5,968 +968	+19%	+$48.1K	﹤0.01%	1783
2023 Q3	$248K	Hold	5,000	–	–	﹤0.01%	1757
2023 Q2	$249K	Hold	5,000	–	–	﹤0.01%	1741
2023 Q1	$248K	Buy	+5,000	New	+$249K	﹤0.01%	1678
2022 Q4	–	Sell	-6,800	Closed	-$336K	–	1759
2022 Q3	$336K	Hold	6,800	–	–	﹤0.01%	1410
2022 Q2	$337K	Buy	+6,800	New	+$339K	﹤0.01%	1592

Other funds holding FLDR

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

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

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

AWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

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

Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return

Private Advisor Group's FLDR Position: Q4 2024 in Review

Private Advisor Group sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q4 2024, closing a stake of 4,607 shares — an estimated $231K sold.

Private Advisor Group first reported a position in FLDR in Q2 2022 and held it in 9 quarters. The position peaked at $337K in Q2 2022. 81 funds tracked by Wall St. Rank hold FLDR as of Q4 2024.

Private Advisor Group reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q4 2024 after selling out during the quarter.
Private Advisor Group sold 4,607 Fidelity Low Duration Bond Factor ETF shares in Q4 2024, an estimated $231K.
Private Advisor Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2022 and held it in 9 quarters.
Private Advisor Group's Fidelity Low Duration Bond Factor ETF position peaked at $337K in Q2 2022.
81 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.