Raymond James Financial
FLTB icon

Raymond James Financial’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Raymond James Financial’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
2026
Q1 		$692K Buy
13,771
+1,206
+10% +$61.1K ﹤0.01% 4118
2025
Q4 		$637K Buy
12,565
+1,503
+14% +$76.3K ﹤0.01% 4095
2025
Q3 		$560K Buy
11,062
+1,157
+12% +$58.5K ﹤0.01% 4049
2025
Q2 		$499K Buy
9,905
+438
+5% +$21.9K ﹤0.01% 4005
2025
Q1 		$474K Buy
9,467
+5,051
+114% +$252K ﹤0.01% 3962
2024
Q4 		$219K Buy
+4,416
New +$220K ﹤0.01% 4359

Other funds holding FLTB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Raymond James Financial's FLTB Position: Q1 2026 in Review

Raymond James Financial increased its Fidelity Limited Term Bond ETF (FLTB) stake by 9.6% in Q1 2026, buying an estimated $61.1K and bringing the position to 13,771 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #4118.

Raymond James Financial first reported a position in FLTB in Q4 2024 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold FLTB as of Q1 2026.

  • Raymond James Financial held 13,771 shares of Fidelity Limited Term Bond ETF worth $692K as of Q1 2026.
  • Raymond James Financial bought 1,206 Fidelity Limited Term Bond ETF shares in Q1 2026, an estimated $61.1K.
  • Fidelity Limited Term Bond ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4118 holding.
  • Raymond James Financial first reported a position in Fidelity Limited Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.