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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q2 		– Sell
-65,525
Closed -$3.28M – 67
2025
Q1 		$3.28M Buy
+65,525
New +$3.28M 2.32% 7

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Bank of America
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FIG FINANCIAL ADVISORY SERVICES INC /ADV's FLDR Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2025, closing a stake of 65,525 shares — an estimated $3.28M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in FLDR in Q1 2025 and held it in 1 quarter. The position peaked at $3.28M in Q1 2025. 100 funds tracked by Wall St. Rank hold FLDR as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 65,525 Fidelity Low Duration Bond Factor ETF shares in Q2 2025, an estimated $3.28M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Fidelity Low Duration Bond Factor ETF position peaked at $3.28M in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.