AWM
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AE Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

AE Wealth Management’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 		$21.4M Buy
427,308
+27,772
+7% +$1.4M 0.12% 190
2025
Q4 		$20.1M Buy
399,536
+59,482
+17% +$2.99M 0.12% 186
2025
Q3 		$17.1M Buy
340,054
+24,634
+8% +$1.24M 0.11% 201
2025
Q2 		$15.8M Sell
315,420
-7,244
-2% -$362K 0.12% 196
2025
Q1 		$16.2M Buy
322,664
+26,733
+9% +$1.34M 0.14% 183
2024
Q4 		$14.8M Buy
295,931
+141,720
+92% +$7.1M 0.13% 182
2024
Q3 		$7.74M Buy
154,211
+9,316
+6% +$468K 0.07% 265
2024
Q2 		$7.23M Buy
144,895
+18,336
+14% +$916K 0.07% 269
2024
Q1 		$6.32M Buy
126,559
+12,716
+11% +$636K 0.07% 268
2023
Q4 		$5.7M Buy
113,843
+12,619
+12% +$627K 0.03% 554
2023
Q3 		$5.01M Buy
101,224
+10,821
+12% +$539K 0.03% 539
2023
Q2 		$4.5M Buy
90,403
+14,421
+19% +$719K 0.03% 570
2023
Q1 		$3.77M Sell
75,982
-25,981
-25% -$1.29M 0.02% 583
2022
Q4 		$5.05M Sell
101,963
-1,383
-1% -$68.3K 0.04% 481
2022
Q3 		$5.1M Buy
103,346
+89,551
+649% +$4.45M 0.04% 425
2022
Q2 		$684K Sell
13,795
-139,477
-91% -$6.96M 0.01% 1044
2022
Q1 		$7.69M Buy
153,272
+139,487
+1,012% +$7.04M 0.05% 343
2021
Q4 		$699K Sell
13,785
-862
-6% -$43.8K ﹤0.01% 1109
2021
Q3 		$745K Sell
14,647
-2,827
-16% -$144K 0.01% 975
2021
Q2 		$888K Buy
17,474
+832
+5% +$42.3K 0.01% 882
2021
Q1 		$844K Buy
16,642
+2,192
+15% +$112K 0.01% 830
2020
Q4 		$738K Buy
14,450
+2,094
+17% +$107K 0.01% 814
2020
Q3 		$631K Buy
12,356
+5,827
+89% +$298K 0.01% 783
2020
Q2 		$332K Sell
6,529
-4,915
-43% -$247K 0.01% 993
2020
Q1 		$559K Buy
+11,444
New +$574K 0.01% 644

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $122M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AE Wealth Management's FLDR Position: Q1 2026 in Review

AE Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 7% in Q1 2026, buying an estimated $1.4M and bringing the position to 427,308 shares worth $21.4M. The position accounts for 0.12% of the portfolio, ranked #190.

AE Wealth Management first reported a position in FLDR in Q1 2020 and has held it in 25 quarters since. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • AE Wealth Management held 427,308 shares of Fidelity Low Duration Bond Factor ETF worth $21.4M as of Q1 2026.
  • AE Wealth Management bought 27,772 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $1.4M.
  • Fidelity Low Duration Bond Factor ETF made up 0.12% of AE Wealth Management's portfolio in Q1 2026, its #190 holding.
  • AE Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.