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Bogart Wealth LLC’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Bogart Wealth 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 		$155K Sell
3,100
-400
-11% -$20.1K 0.01% 329
2026
Q1 		$175K Buy
+3,500
New +$176K 0.01% 279

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Bogart Wealth LLC's FLDR Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 11% in Q2 2026, selling an estimated $20.1K and leaving 3,100 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #329.

Bogart Wealth LLC first reported a position in FLDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $175K in Q1 2026. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Bogart Wealth LLC held 3,100 shares of Fidelity Low Duration Bond Factor ETF worth $155K as of Q2 2026.
  • Bogart Wealth LLC sold 400 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $20.1K.
  • Fidelity Low Duration Bond Factor ETF made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #329 holding.
  • Bogart Wealth LLC first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Fidelity Low Duration Bond Factor ETF position peaked at $175K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.