Advisory Services Network’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Advisory Services Network’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
2026 Q1	$129K	Sell	2,573 -4,871	-65%	-$245K	﹤0.01%	2055
2025 Q4	$374K	Buy	7,444 +2,350	+46%	+$118K	0.01%	1354
2025 Q3	$256K	Hold	5,094	–	–	﹤0.01%	1555
2025 Q2	$255K	Sell	5,094 -76	-1%	-$3.8K	﹤0.01%	1513
2025 Q1	$259K	Hold	5,170	–	–	0.01%	1396
2024 Q4	$258K	Sell	5,170 -3,239	-39%	-$162K	﹤0.01%	1373
2024 Q3	$420K	Hold	8,409	–	–	0.01%	1059
2024 Q2	$420K	Sell	8,409 -400	-5%	-$20K	0.01%	1059
2024 Q1	$440K	Sell	8,809 -41	-0.5%	-$2.05K	0.01%	1005
2023 Q4	$442K	Sell	8,850 -3,950	-31%	-$196K	0.01%	949
2023 Q3	$634K	Sell	12,800 -1,388	-10%	-$69.1K	0.02%	811
2023 Q2	$707K	Sell	14,188 -3,776	-21%	-$188K	0.02%	762
2023 Q1	$892K	Sell	17,964 -975	-5%	-$48.5K	0.02%	652
2022 Q4	$937K	Buy	18,939 +4,659	+33%	+$230K	0.03%	620
2022 Q3	$705K	Sell	14,280 -101	-0.7%	-$5.01K	0.02%	665
2022 Q2	$713K	Sell	14,381 -1,305	-8%	-$65.1K	0.02%	686
2022 Q1	$787K	Sell	15,686 -1,687	-10%	-$85.1K	0.02%	714
2021 Q4	$881K	Sell	17,373 -1,995	-10%	-$101K	0.03%	675
2021 Q3	$985K	Sell	19,368 -3,810	-16%	-$194K	0.03%	606
2021 Q2	$1.18M	Hold	23,178	–	–	0.04%	542
2021 Q1	$1.18M	Buy	23,178 +20,921	+927%	+$1.06M	0.04%	500
2020 Q4	$115K	Hold	2,257	–	–	﹤0.01%	1271
2020 Q3	$115K	Buy	+2,257	New	+$115K	0.01%	1192
2020 Q2	–	Sell	-2,257	Closed	-$110K	–	1614
2020 Q1	$110K	Buy	2,257 +180	+9%	+$9.03K	0.01%	1026
2019 Q4	$105K	Buy	+2,077	New	+$105K	0.01%	1145

Other funds holding FLDR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisory Services Network's FLDR Position: Q1 2026 in Review

Advisory Services Network reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 65% in Q1 2026, selling an estimated $245K and leaving 2,573 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Advisory Services Network first reported a position in FLDR in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.18M in Q2 2021. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Advisory Services Network held 2,573 shares of Fidelity Low Duration Bond Factor ETF worth $129K as of Q1 2026.
Advisory Services Network sold 4,871 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $245K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2055 holding.
Advisory Services Network first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and has held it in 25 quarters since.
Advisory Services Network's Fidelity Low Duration Bond Factor ETF position peaked at $1.18M in Q2 2021.
125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.