Cetera Investment Advisers
FLDR icon

Cetera Investment Advisers’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Cetera Investment Advisers’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 		$5M Buy
99,922
+33,990
+52% +$1.71M 0.01% 1500
2025
Q4 		$3.31M Buy
65,932
+807
+1% +$40.6K ﹤0.01% 1774
2025
Q3 		$3.27M Buy
65,125
+10,236
+19% +$514K ﹤0.01% 1748
2025
Q2 		$2.75M Buy
54,889
+19,293
+54% +$965K ﹤0.01% 1614
2025
Q1 		$1.78M Buy
35,596
+7,571
+27% +$379K ﹤0.01% 1828
2024
Q4 		$1.4M Sell
28,025
-1,761
-6% -$88.3K ﹤0.01% 1925
2024
Q3 		$1.5M Buy
29,786
+4,284
+17% +$215K ﹤0.01% 1814
2024
Q2 		$1.27M Sell
25,502
-6,741
-21% -$337K ﹤0.01% 1895
2024
Q1 		$1.61M Buy
32,243
+20,499
+175% +$1.02M ﹤0.01% 1718
2023
Q4 		$586K Buy
11,744
+4,588
+64% +$228K ﹤0.01% 1406
2023
Q3 		$355K Buy
+7,156
New +$356K ﹤0.01% 1613

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
AWM
Athena Wealth Management Reno, Nevada $122M AUM
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return