UCFA
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United Capital Financial Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

United Capital Financial Advisors’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,100
Closed -$229K – 997
2022
Q4 		$229K Sell
5,100
-3,600
-41% -$160K ﹤0.01% 952
2022
Q3 		$381K Sell
8,700
-4,947
-36% -$230K ﹤0.01% 833
2022
Q2 		$633K Sell
13,647
-1,350
-9% -$64.4K ﹤0.01% 736
2022
Q1 		$759K Sell
14,997
-1,500
-9% -$78.4K ﹤0.01% 731
2021
Q4 		$907K Sell
16,497
-4,777
-22% -$264K ﹤0.01% 699
2021
Q3 		$1.18M Sell
21,274
-11,773
-36% -$661K 0.01% 633
2021
Q2 		$1.84M Sell
33,047
-5,400
-14% -$297K 0.01% 559
2021
Q1 		$2.08M Sell
38,447
-852
-2% -$47.3K 0.01% 500
2020
Q4 		$2.25M Buy
39,299
+6,326
+19% +$357K 0.01% 485
2020
Q3 		$1.84M Buy
32,973
+13,750
+72% +$776K 0.01% 518
2020
Q2 		$1.07M Buy
19,223
+5,823
+43% +$311K 0.01% 646
2020
Q1 		$671K Buy
13,400
+900
+7% +$47.6K 0.01% 725
2019
Q4 		$663K Buy
+12,500
New +$662K ﹤0.01% 909

Other funds holding FCOR

FAM
Family Asset Management Charleston, South Carolina $166M AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPM
Hoxton Planning & Management Shepherdstown, West Virginia $383M AUM 23.37% 1-Year Est. Return
MFA
Millington Financial Advisors Naperville, Illinois $237M AUM 22.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

United Capital Financial Advisors's FCOR Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Fidelity Corporate Bond ETF (FCOR) in Q1 2023, closing a stake of 5,100 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in FCOR in Q4 2019 and held it in 13 quarters. The position peaked at $2.25M in Q4 2020. 42 funds tracked by Wall St. Rank hold FCOR as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Fidelity Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,100 Fidelity Corporate Bond ETF shares in Q1 2023, an estimated $229K.
  • United Capital Financial Advisors first reported a position in Fidelity Corporate Bond ETF in Q4 2019 and held it in 13 quarters.
  • United Capital Financial Advisors's Fidelity Corporate Bond ETF position peaked at $2.25M in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.