Carson Wealth (CWM LLC)’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Carson Wealth (CWM 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 Q1	$239K	Buy	+4,774	New	+$240K	﹤0.01%	2574
2024 Q4	–	Sell	-32	Closed	-$2K	–	4985
2024 Q3	$2K	Buy	+32	New	+$1.61K	﹤0.01%	4386
2024 Q2	–	Sell	-1,250	Closed	-$62K	–	4694
2024 Q1	$62K	Buy	+1,250	New	+$62.5K	﹤0.01%	2156
2022 Q3	–	Sell	-496	Closed	-$25K	–	3993
2022 Q2	$25K	Hold	496	–	–	﹤0.01%	1983
2022 Q1	$25K	Buy	+496	New	+$25K	﹤0.01%	1943

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

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 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

KAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLDR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026: 4,774 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #2574 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in FLDR as recently as Q3 2024.

Carson Wealth (CWM LLC) first reported a position in FLDR in Q1 2022 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Carson Wealth (CWM LLC) held 4,774 shares of Fidelity Low Duration Bond Factor ETF worth $239K as of Q1 2026.
Fidelity Low Duration Bond Factor ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2574 holding.
Carson Wealth (CWM LLC) first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2022 and has held it in 5 quarters since.
125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.