Cedar Point Capital Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Cedar Point Capital Partners’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	–	Sell	-126,328	Closed	-$6.35M	–	73
2025 Q4	$6.35M	Buy	126,328 +6,087	+5%	+$306K	4.05%	9
2025 Q3	$6.04M	Buy	120,241 +3,049	+3%	+$153K	3.96%	10
2025 Q2	$5.87M	Sell	117,192 -33,724	-22%	-$1.69M	4.14%	9
2025 Q1	$7.56M	Buy	150,916 +338	+0.2%	+$16.9K	5.08%	7
2024 Q4	$7.52M	Buy	150,578 +7,934	+6%	+$398K	5.09%	7
2024 Q3	$7.16M	Buy	142,644 +6,353	+5%	+$319K	4.92%	9
2024 Q2	$6.8M	Buy	136,291 +40,182	+42%	+$2.01M	5.09%	9
2024 Q1	$4.8M	Buy	96,109 +2,729	+3%	+$136K	3.65%	11
2023 Q4	$4.66M	Buy	+93,380	New	+$4.64M	3.86%	11

Other funds holding FLDR

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $122M AUM

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cedar Point Capital Partners's FLDR Position: Q1 2026 in Review

Cedar Point Capital Partners sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026, closing a stake of 126,328 shares — an estimated $6.35M sold.

Cedar Point Capital Partners first reported a position in FLDR in Q4 2023 and held it in 9 quarters. The position peaked at $7.56M in Q1 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Cedar Point Capital Partners reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2026 after selling out during the quarter.
Cedar Point Capital Partners sold 126,328 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $6.35M.
Cedar Point Capital Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2023 and held it in 9 quarters.
Cedar Point Capital Partners's Fidelity Low Duration Bond Factor ETF position peaked at $7.56M in Q1 2025.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.