Burnham & Co LLC’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Burnham & Co LLC’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 Q2	$2.16M	Buy	+43,014	New	+$2.16M	1.74%	17

Other funds holding FLDR

AWM

Athena Wealth Management Reno, Nevada $134M AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

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

KAS

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Burnham & Co LLC's FLDR Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026: 43,014 shares worth $2.16M. The stake represents 1.74% of the portfolio and ranks #17 among its holdings.

108 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Burnham & Co LLC held 43,014 shares of Fidelity Low Duration Bond Factor ETF worth $2.16M as of Q2 2026.
Fidelity Low Duration Bond Factor ETF was a new Burnham & Co LLC position in Q2 2026.
Fidelity Low Duration Bond Factor ETF made up 1.74% of Burnham & Co LLC's portfolio in Q2 2026, its #17 holding.
108 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.