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Clarity Asset Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Clarity Asset 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
2026
Q1 		– Sell
-109
Closed -$5.45K – 294
2025
Q4 		$5.45K Buy
109
+2
+2% +$101 ﹤0.01% 206
2025
Q3 		$5.39K Buy
107
+1
+0.9% +$50 ﹤0.01% 204
2025
Q2 		$5.31K Buy
+106
New +$5.3K ﹤0.01% 208

Other funds holding FLDR

Wells Fargo
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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 $79.5B AUM 27.1% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $134M AUM
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
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 $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clarity Asset Management's FLDR Position: Q1 2026 in Review

Clarity Asset Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026, closing a stake of 109 shares — an estimated $5.45K sold.

Clarity Asset Management first reported a position in FLDR in Q2 2025 and held it in 3 quarters. The position peaked at $5.45K in Q4 2025. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Clarity Asset Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Asset Management sold 109 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $5.45K.
  • Clarity Asset Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and held it in 3 quarters.
  • Clarity Asset Management's Fidelity Low Duration Bond Factor ETF position peaked at $5.45K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Clarity Asset Management's 13F filing for Q1 2026, filed 5 May 2026.