WFG Advisors’s Fidelity Limited Term Bond ETF FLTB Stock Holding History

WFG Advisors’s Portfolio FLTB Stock Details FLTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$220K	Buy	4,355 +351	+9%	+$17.7K	0.05%	349
2017 Q1	$201K	Buy	4,004 +1	+0%	+$50	0.05%	334
2016 Q4	$200K	Hold	4,003	–	–	0.05%	382
2016 Q3	$204K	Sell	4,003 -400	-9%	-$20.4K	0.05%	368
2016 Q2	$224K	Buy	4,403 +1	+0%	+$51	0.06%	307
2016 Q1	$222K	Hold	4,402	–	–	0.06%	276
2015 Q4	$219K	Buy	4,402 +1	+0%	+$50	0.07%	271
2015 Q3	$221K	Sell	4,401 -500	-10%	-$25.1K	0.07%	269
2015 Q2	$247K	Hold	4,901	–	–	0.07%	284
2015 Q1	$247K	Buy	4,901 +301	+7%	+$15.1K	0.07%	296
2014 Q4	$230K	Buy	+4,600	New	+$231K	0.05%	385

Other funds holding FLTB

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFG Advisors's FLTB Position: Q2 2017 in Review

WFG Advisors increased its Fidelity Limited Term Bond ETF (FLTB) stake by 8.8% in Q2 2017, buying an estimated $17.7K and bringing the position to 4,355 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #349.

WFG Advisors first reported a position in FLTB in Q4 2014 and has held it in 11 quarters since. The position peaked at $247K in Q2 2015. 23 funds tracked by Wall St. Rank hold FLTB as of Q2 2017.

WFG Advisors held 4,355 shares of Fidelity Limited Term Bond ETF worth $220K as of Q2 2017.
WFG Advisors bought 351 Fidelity Limited Term Bond ETF shares in Q2 2017, an estimated $17.7K.
Fidelity Limited Term Bond ETF made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #349 holding.
WFG Advisors first reported a position in Fidelity Limited Term Bond ETF in Q4 2014 and has held it in 11 quarters since.
WFG Advisors's Fidelity Limited Term Bond ETF position peaked at $247K in Q2 2015.
23 funds tracked by Wall St. Rank held Fidelity Limited Term Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.