WP
FLDR icon

WealthSource Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

WealthSource Partners’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
2022
Q2 		– Sell
-4,060
Closed -$204K – 543
2022
Q1 		$204K Sell
4,060
-16,826
-81% -$849K 0.01% 542
2021
Q4 		$1.06M Buy
+20,886
New +$1.06M 0.08% 180

Other funds holding FLDR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWP
Lumature Wealth Partners Alpharetta, Georgia $168M AUM 9.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

WealthSource Partners's FLDR Position: Q2 2022 in Review

WealthSource Partners sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2022, closing a stake of 4,060 shares — an estimated $204K sold.

WealthSource Partners first reported a position in FLDR in Q4 2021 and held it in 2 quarters. The position peaked at $1.06M in Q4 2021. 43 funds tracked by Wall St. Rank hold FLDR as of Q2 2022.

  • WealthSource Partners reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,060 Fidelity Low Duration Bond Factor ETF shares in Q2 2022, an estimated $204K.
  • WealthSource Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2021 and held it in 2 quarters.
  • WealthSource Partners's Fidelity Low Duration Bond Factor ETF position peaked at $1.06M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.