RJA
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Raymond James & Associates’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Raymond James & Associates’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
2022
Q3 		– Sell
-7,100
Closed -$352K – 4012
2022
Q2 		$352K Sell
7,100
-500
-7% -$24.9K ﹤0.01% 3130
2022
Q1 		$381K Buy
+7,600
New +$383K ﹤0.01% 3246
2020
Q1 		– Sell
-66,971
Closed -$3.39M – 3572
2019
Q4 		$3.39M Buy
+66,971
New +$3.4M ﹤0.01% 1509

Other funds holding FLDR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James & Associates's FLDR Position: Q3 2022 in Review

Raymond James & Associates sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2022, closing a stake of 7,100 shares — an estimated $352K sold.

Raymond James & Associates first reported a position in FLDR in Q4 2019 and held it in 3 quarters. The position peaked at $3.39M in Q4 2019. 40 funds tracked by Wall St. Rank hold FLDR as of Q3 2022.

  • Raymond James & Associates reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Raymond James & Associates sold 7,100 Fidelity Low Duration Bond Factor ETF shares in Q3 2022, an estimated $352K.
  • Raymond James & Associates first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and held it in 3 quarters.
  • Raymond James & Associates's Fidelity Low Duration Bond Factor ETF position peaked at $3.39M in Q4 2019.
  • 40 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2022.

Based on Raymond James & Associates's 13F filing for Q3 2022, filed 25 Oct 2022.