B. Riley Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

B. Riley Wealth 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
2025 Q2	–	Sell	-8,449	Closed	-$423K	–	1161
2025 Q1	$423K	Buy	+8,449	New	+$423K	0.01%	823
2020 Q1	–	Sell	-9,254	Closed	-$469K	–	834
2019 Q4	$469K	Buy	+9,254	New	+$470K	0.04%	455

Other funds holding FLDR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

KAS

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

B. Riley Wealth Advisors's FLDR Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2025, closing a stake of 8,449 shares — an estimated $423K sold.

B. Riley Wealth Advisors first reported a position in FLDR in Q4 2019 and held it in 2 quarters. The position peaked at $469K in Q4 2019. 100 funds tracked by Wall St. Rank hold FLDR as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 8,449 Fidelity Low Duration Bond Factor ETF shares in Q2 2025, an estimated $423K.
B. Riley Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2019 and held it in 2 quarters.
B. Riley Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $469K in Q4 2019.
100 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.