Regal Investment Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Regal Investment Advisors’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	$4.4M	Buy	87,579 +3,175	+4%	+$161K	0.25%	106
2025 Q4	$4.28M	Buy	84,404 +3,456	+4%	+$175K	0.26%	99
2025 Q3	$4.1M	Buy	80,948 +2,242	+3%	+$113K	0.27%	100
2025 Q2	$3.97M	Buy	78,706 +1,798	+2%	+$90.1K	0.3%	89
2025 Q1	$3.85M	Sell	76,908 -190	-0.2%	-$9.48K	0.31%	83
2024 Q4	$3.83M	Buy	77,098 +2,056	+3%	+$103K	0.29%	98
2024 Q3	$3.78M	Buy	75,042 +2,346	+3%	+$117K	0.26%	113
2024 Q2	$3.57M	Buy	72,696 +2,199	+3%	+$108K	0.24%	118
2024 Q1	$3.46M	Buy	+70,497	New	+$3.46M	0.24%	122

Other funds holding FLTB

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $198M AUM 16.62% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return