Planning Directions Inc. Has $4.01 Million Position in Fidelity Low Duration Bond Factor ETF (BATS:FLDR)

Planning Directions Inc. raised its stake in Fidelity Low Duration Bond Factor ETF (BATS:FLDR) by 2.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 79,796 shares of the company’s stock after acquiring an additional 2,072 shares during the period. Fidelity Low Duration Bond Factor ETF makes up about 2.4% of Planning Directions Inc.’s portfolio, making the stock its 11th biggest holding. Planning Directions Inc.’s holdings in Fidelity Low Duration Bond Factor ETF were worth $4,007,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of FLDR. Brown Brothers Harriman & Co. bought a new stake in shares of Fidelity Low Duration Bond Factor ETF during the second quarter worth $30,000. First Community Trust NA bought a new stake in Fidelity Low Duration Bond Factor ETF during the 3rd quarter worth approximately $114,000. MN Wealth Advisors LLC acquired a new position in Fidelity Low Duration Bond Factor ETF in the 2nd quarter valued at approximately $202,000. Lakeridge Wealth Management LLC bought a new position in Fidelity Low Duration Bond Factor ETF during the 3rd quarter worth $214,000. Finally, Strategic Blueprint LLC lifted its holdings in Fidelity Low Duration Bond Factor ETF by 6.4% during the 2nd quarter. Strategic Blueprint LLC now owns 5,409 shares of the company’s stock worth $270,000 after buying an additional 323 shares during the period.

Fidelity Low Duration Bond Factor ETF Trading Up 0.1 %

Shares of FLDR stock opened at $50.09 on Monday. The firm has a 50 day moving average of $50.20 and a 200 day moving average of $50.14.

Fidelity Low Duration Bond Factor ETF Profile

The Fidelity Low Duration Bond Factor ETF (FLDR) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a modified market-value-weighted index of US investment-grade floating-rate bonds and fixed-rate Treasury notes with a target portfolio duration of less than one year.