Andrew Hill Investment Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Andrew Hill Investment Advisors’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	–	Sell	-13,061	Closed	-$656K	–	58
2025 Q4	$656K	Sell	13,061 -1,195	-8%	-$60.1K	0.5%	33
2025 Q3	$716K	Sell	14,256 -15,445	-52%	-$776K	0.56%	33
2025 Q2	$1.49M	Buy	+29,701	New	+$1.49M	1.2%	28

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 $18.5B AUM 19.51% 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

Andrew Hill Investment Advisors's FLDR Position: Q1 2026 in Review

Andrew Hill Investment Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026, closing a stake of 13,061 shares — an estimated $656K sold.

Andrew Hill Investment Advisors first reported a position in FLDR in Q2 2025 and held it in 3 quarters. The position peaked at $1.49M in Q2 2025. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Andrew Hill Investment Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2026 after selling out during the quarter.
Andrew Hill Investment Advisors sold 13,061 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $656K.
Andrew Hill Investment Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and held it in 3 quarters.
Andrew Hill Investment Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $1.49M in Q2 2025.
125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Andrew Hill Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.