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Wealth Alliance Advisory Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Wealth Alliance Advisory 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
2023
Q4 		– Sell
-10,260
Closed -$508K – 187
2023
Q3 		$508K Buy
+10,260
New +$511K 0.15% 89

Other funds holding FLDR

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AIA
Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Wealth Alliance Advisory Group's FLDR Position: Q4 2023 in Review

Wealth Alliance Advisory Group sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q4 2023, closing a stake of 10,260 shares — an estimated $508K sold.

Wealth Alliance Advisory Group first reported a position in FLDR in Q3 2023 and held it in 1 quarter. The position peaked at $508K in Q3 2023. 54 funds tracked by Wall St. Rank hold FLDR as of Q4 2023.

  • Wealth Alliance Advisory Group reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 10,260 Fidelity Low Duration Bond Factor ETF shares in Q4 2023, an estimated $508K.
  • Wealth Alliance Advisory Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Alliance Advisory Group's Fidelity Low Duration Bond Factor ETF position peaked at $508K in Q3 2023.
  • 54 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2023.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2023, filed 10 Jan 2024.