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

TCG 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
-8,448
Closed -$428K – 114
2019
Q4 		$428K Buy
8,448
+1,050
+14% +$53.3K 0.26% 93
2019
Q3 		$375K Buy
+7,398
New +$375K 0.27% 90

Other funds holding FLDR

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 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 $54.8B AUM 81.03% 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 $1.51B AUM 33.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCG Advisors's FLDR Position: Q1 2020 in Review

TCG Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2020, closing a stake of 8,448 shares — an estimated $428K sold.

TCG Advisors first reported a position in FLDR in Q3 2019 and held it in 2 quarters. The position peaked at $428K in Q4 2019. 28 funds tracked by Wall St. Rank hold FLDR as of Q1 2020.

  • TCG Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2020 after selling out during the quarter.
  • TCG Advisors sold 8,448 Fidelity Low Duration Bond Factor ETF shares in Q1 2020, an estimated $428K.
  • TCG Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2019 and held it in 2 quarters.
  • TCG Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $428K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2020.

Based on TCG Advisors's 13F filing for Q1 2020, filed 13 May 2020.