Sowell Financial Services’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-1,600	Closed	-$84K	–	1283
2021 Q1	$84K	Hold	1,600	–	–	﹤0.01%	1441
2020 Q4	$85K	Sell	1,600 -248	-13%	-$13.1K	﹤0.01%	1213
2020 Q3	$97K	Buy	1,848 +1	+0.1%	+$53	﹤0.01%	983
2020 Q2	$97K	Buy	1,847 +247	+15%	+$12.7K	0.01%	978
2020 Q1	$80K	Hold	1,600	–	–	0.01%	914
2019 Q4	$81K	Hold	1,600	–	–	0.01%	977
2019 Q3	$81K	Buy	+1,600	New	+$81.4K	0.01%	884

Other funds holding FLTB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NPF

Norris Perne & French Grand Rapids, Michigan $2.34B AUM 32.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MFM

Mirsky Financial Management Rochester, New York $242M AUM 12.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's FLTB Position: Q2 2021 in Review

Sowell Financial Services sold out of Fidelity Limited Term Bond ETF (FLTB) in Q2 2021, closing a stake of 1,600 shares — an estimated $84K sold.

Sowell Financial Services first reported a position in FLTB in Q3 2019 and held it in 7 quarters. The position peaked at $97K in Q3 2020. 53 funds tracked by Wall St. Rank hold FLTB as of Q2 2021.

Sowell Financial Services reported no remaining Fidelity Limited Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,600 Fidelity Limited Term Bond ETF shares in Q2 2021, an estimated $84K.
Sowell Financial Services first reported a position in Fidelity Limited Term Bond ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Fidelity Limited Term Bond ETF position peaked at $97K in Q3 2020.
53 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.