Fidelis Wealth Advisors »

Fidelity ltd trm bd etf shares owned by Fidelis Wealth Advisors

Quarter-by-quarter ownership of Fidelity ltd trm bd etf (FLTB) shares owned by Fidelis Wealth Advisors from 13F filings

Historical chart of Fidelis Wealth Advisors investment in Fidelity ltd trm bd etf

Tip: Access up to 7 years of quarterly data

All positions including Fidelity ltd trm bd etf held by Fidelis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity ltd trm bd etf by Fidelis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 50k 50.13

More positions owned by Fidelis Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)
Tidal Trust I Fund Gran Us Etf (GRNY)
Ishares Tr Rusel 2500 Etf (SMMD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Fidelis Wealth Advisors

Top funds holding Fidelity ltd trm bd etf

Bank of America Corporation
Envestnet Asset Management
UBS Group
Commonwealth Equity Services
Morgan Stanley
LPL Financial
Holos Integrated Wealth
Advisor Group Holdings
Royal Bank of Canada
Raymond James Financial
Kestra Advisory Services
Regal Investment Advisors
Sanctuary Advisors
Cambridge Investment Research Advisors
Salus Financial Advisors

View all funds holding Fidelity ltd trm bd etf