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RFP Financial Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

RFP Financial Group’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
2024
Q3 		– Sell
-3,856
Closed -$192K – 347
2024
Q2 		$192K Sell
3,856
-26,215
-87% -$1.31M 0.07% 111
2024
Q1 		$1.5M Buy
+30,071
New +$1.5M 0.59% 29

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

RFP Financial Group's FLDR Position: Q3 2024 in Review

RFP Financial Group sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2024, closing a stake of 3,856 shares — an estimated $192K sold.

RFP Financial Group first reported a position in FLDR in Q1 2024 and held it in 2 quarters. The position peaked at $1.5M in Q1 2024. 65 funds tracked by Wall St. Rank hold FLDR as of Q3 2024.

  • RFP Financial Group reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 3,856 Fidelity Low Duration Bond Factor ETF shares in Q3 2024, an estimated $192K.
  • RFP Financial Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2024 and held it in 2 quarters.
  • RFP Financial Group's Fidelity Low Duration Bond Factor ETF position peaked at $1.5M in Q1 2024.
  • 65 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.