Avantax Advisory Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Avantax Advisory Services’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
2025 Q1	–	Sell	-10,405	Closed	-$520K	–	2262
2024 Q4	$520K	Buy	+10,405	New	+$521K	﹤0.01%	1419
2021 Q1	–	Sell	-4,800	Closed	-$244K	–	1049
2020 Q4	$244K	Sell	4,800 -1,762	-27%	-$89.9K	0.01%	815
2020 Q3	$336K	Buy	+6,562	New	+$335K	0.01%	970

Other funds holding FLDR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Avantax Advisory Services's FLDR Position: Q1 2025 in Review

Avantax Advisory Services sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2025, closing a stake of 10,405 shares — an estimated $520K sold.

Avantax Advisory Services first reported a position in FLDR in Q3 2020 and held it in 3 quarters. The position peaked at $520K in Q4 2024. 84 funds tracked by Wall St. Rank hold FLDR as of Q1 2025.

Avantax Advisory Services reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 10,405 Fidelity Low Duration Bond Factor ETF shares in Q1 2025, an estimated $520K.
Avantax Advisory Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2020 and held it in 3 quarters.
Avantax Advisory Services's Fidelity Low Duration Bond Factor ETF position peaked at $520K in Q4 2024.
84 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.