AWM
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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
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

WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM

Athena Wealth Management's FLDR Position: Q2 2026 in Review

Athena Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 9.9% in Q2 2026, buying an estimated $3.67M and bringing the position to 812,484 shares worth $40.7M. The position accounts for 30.28% of the portfolio, ranked #1.

Athena Wealth Management first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Athena Wealth Management held 812,484 shares of Fidelity Low Duration Bond Factor ETF worth $40.7M as of Q2 2026.
  • Athena Wealth Management bought 73,167 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $3.67M.
  • Fidelity Low Duration Bond Factor ETF made up 30.28% of Athena Wealth Management's portfolio in Q2 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 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.