CAWM
FLDR icon

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

Capital A 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
2025
Q2 		$3.54K Buy
71
+68
+2,267% +$3.4K 0.04% 260
2025
Q1 		$150 Hold
3
– – ﹤0.01% 689
2024
Q4 		$150 Buy
+3
New +$150 ﹤0.01% 739

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 24.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Capital A Wealth Management's FLDR Position: Q2 2025 in Review

Capital A Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 2,267% in Q2 2025, buying an estimated $3.4K and bringing the position to 71 shares worth $3.54K. The position accounts for 0.04% of the portfolio, ranked #260.

Capital A Wealth Management first reported a position in FLDR in Q4 2024 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold FLDR as of Q2 2025.

  • Capital A Wealth Management held 71 shares of Fidelity Low Duration Bond Factor ETF worth $3.54K as of Q2 2025.
  • Capital A Wealth Management bought 68 Fidelity Low Duration Bond Factor ETF shares in Q2 2025, an estimated $3.4K.
  • Fidelity Low Duration Bond Factor ETF made up 0.04% of Capital A Wealth Management's portfolio in Q2 2025, its #260 holding.
  • Capital A Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.