Southern Capital Advisors »

Fidelity ltd trm bd etf shares owned by Southern Capital Advisors

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

Historical chart of Southern Capital 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 Southern Capital 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 Southern Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $227k 4.5k 50.09
2024-12-31 $215k 4.3k 49.63

More positions owned by Southern Capital Advisors

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
United Parcel Service CL B (UPS)
Ishares Tr U.s. Fin Svc Etf (IYG)
Ishares Core Msci Emkt (IEMG)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Us Consum Discre (IYC)
AFLAC Incorporated (AFL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Southern Capital Advisors

Top funds holding Fidelity ltd trm bd etf

UBS Group
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Morgan Stanley
Holos Integrated Wealth
Advisor Group Holdings
Global Retirement Partners
Regal Investment Advisors
Cambridge Investment Research Advisors
Salus Financial Advisors
Assetmark
Vestmark Advisory Solutions
Kestra Advisory Services
Beaumont Capital Management

View all funds holding Fidelity ltd trm bd etf