Athena Wealth Management
FLDR icon

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

Athena 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
Q3 		$39.9M Sell
801,191
-11,293
-1% -$565K 28.62% 1
2026
Q2 		$40.7M Buy
812,484
+73,167
+10% +$3.67M 30.28% 1
2026
Q1 		$37M Sell
739,317
-8,341
-1% -$419K 30.27% 1
2025
Q4 		$37.6M Buy
+747,658
New +$37.6M 36.5% 1

Other funds holding FLDR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Howard Wealth Management
Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
OmniStar Financial Group
OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return

Athena Wealth Management's FLDR Position: Q3 2026 in Review

Athena Wealth Management reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.4% in Q3 2026, selling an estimated $565K and leaving 801,191 shares worth $39.9M. The position accounts for 28.62% of the portfolio, ranked #1.

Athena Wealth Management first reported a position in FLDR in Q4 2025 and has held it in 4 quarters since. The position peaked at $40.7M in Q2 2026. 72 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

  • Athena Wealth Management held 801,191 shares of Fidelity Low Duration Bond Factor ETF worth $39.9M as of Q3 2026.
  • Athena Wealth Management sold 11,293 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $565K.
  • Fidelity Low Duration Bond Factor ETF made up 28.62% of Athena Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Athena Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $40.7M in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.