PFS
FLTB icon

Prospera Financial Services’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Prospera Financial Services’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
2020
Q4 		– Sell
-700
Closed -$37K – 979
2020
Q3 		$37K Buy
+700
New +$36.8K 0.01% 713

Other funds holding FLTB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFM
Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prospera Financial Services's FLTB Position: Q4 2020 in Review

Prospera Financial Services sold out of Fidelity Limited Term Bond ETF (FLTB) in Q4 2020, closing a stake of 700 shares — an estimated $37K sold.

Prospera Financial Services first reported a position in FLTB in Q3 2020 and held it in 1 quarter. The position peaked at $37K in Q3 2020. 45 funds tracked by Wall St. Rank hold FLTB as of Q4 2020.

  • Prospera Financial Services reported no remaining Fidelity Limited Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 700 Fidelity Limited Term Bond ETF shares in Q4 2020, an estimated $37K.
  • Prospera Financial Services first reported a position in Fidelity Limited Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Fidelity Limited Term Bond ETF position peaked at $37K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.