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Realta Investment Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-500
Closed -$25K – 679
2019
Q4 		$25K Hold
500
– – 0.01% 852
2019
Q3 		$25K Buy
+500
New +$25.3K 0.01% 854

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Osaic Holdings
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Realta Investment Advisors's FLDR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2020, closing a stake of 500 shares — an estimated $25K sold.

Realta Investment Advisors first reported a position in FLDR in Q3 2019 and held it in 2 quarters. The position peaked at $25K in Q4 2019. 28 funds tracked by Wall St. Rank hold FLDR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Fidelity Low Duration Bond Factor ETF shares in Q1 2020, an estimated $25K.
  • Realta Investment Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $25K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.