Watson Rebecca’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Watson Rebecca’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 Q2	–	Sell	-25,968	Closed	-$1.3M	–	378
2020 Q1	$1.3M	Sell	25,968 -42,414	-62%	-$2.13M	0.9%	24
2019 Q4	$3.46M	Buy	+68,382	New	+$3.47M	2.1%	15

Other funds holding FLDR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Watson Rebecca's FLDR Position: Q2 2020 in Review

Watson Rebecca sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2020, closing a stake of 25,968 shares — an estimated $1.3M sold.

Watson Rebecca first reported a position in FLDR in Q4 2019 and held it in 2 quarters. The position peaked at $3.46M in Q4 2019. 23 funds tracked by Wall St. Rank hold FLDR as of Q2 2020.

Watson Rebecca reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2020 after selling out during the quarter.
Watson Rebecca sold 25,968 Fidelity Low Duration Bond Factor ETF shares in Q2 2020, an estimated $1.3M.
Watson Rebecca first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and held it in 2 quarters.
Watson Rebecca's Fidelity Low Duration Bond Factor ETF position peaked at $3.46M in Q4 2019.
23 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2020.

Based on Watson Rebecca's 13F filing for Q2 2020, filed 20 Jul 2020.