Commonwealth Equity Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Commonwealth Equity Services’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 Q2	$34.5M	Sell	689,383 -154,670	-18%	-$7.75M	0.04%	400
2026 Q1	$42.2M	Buy	844,053 +199,897	+31%	+$10M	0.06%	323
2025 Q4	$32.4M	Buy	644,156 +205,846	+47%	+$10.4M	0.04%	404
2025 Q3	$22M	Sell	438,310 -130,848	-23%	-$6.57M	0.03%	533
2025 Q2	$28.5M	Buy	569,158 +99,195	+21%	+$4.96M	0.04%	455
2025 Q1	$23.6M	Buy	469,963 +137,749	+41%	+$6.9M	0.03%	503
2024 Q4	$16.6M	Buy	332,214 +86,828	+35%	+$4.35M	0.02%	606
2024 Q3	$12.3M	Sell	245,386 -18,805	-7%	-$944K	0.02%	730
2024 Q2	$13.2M	Buy	264,191 +84,387	+47%	+$4.22M	0.02%	691
2024 Q1	$8.98M	Buy	179,804 +26,356	+17%	+$1.32M	0.01%	837
2023 Q4	$7.66M	Sell	153,448 -28,993	-16%	-$1.44M	0.01%	863
2023 Q3	$9.04M	Buy	182,441 +5,743	+3%	+$286K	0.02%	726
2023 Q2	$8.8M	Buy	176,698 +17,215	+11%	+$858K	0.02%	745
2023 Q1	$7.92K	Buy	159,483 +19,111	+14%	+$951K	0.02%	781
2022 Q4	$6.95M	Sell	140,372 -45,414	-24%	-$2.24M	0.02%	798
2022 Q3	$9.17M	Buy	185,786 +6,089	+3%	+$302K	0.02%	610
2022 Q2	$8.91M	Buy	179,697 +31,158	+21%	+$1.55M	0.02%	628
2022 Q1	$7.45M	Buy	148,539 +86,953	+141%	+$4.39M	0.02%	754
2021 Q4	$3.12M	Buy	61,586 +1,912	+3%	+$97.1K	0.01%	1193
2021 Q3	$3.03M	Buy	59,674 +8,473	+17%	+$431K	0.01%	1169
2021 Q2	$2.6M	Buy	51,201 +1,841	+4%	+$93.5K	0.01%	1253
2021 Q1	$2.5M	Buy	49,360 +30	+0.1%	+$1.53K	0.01%	1180
2020 Q4	$2.52M	Buy	49,330 +14,348	+41%	+$732K	0.01%	1097
2020 Q3	$1.79M	Sell	34,982 -1,762	-5%	-$90K	0.01%	1163
2020 Q2	$1.87M	Sell	36,744 -2,560	-7%	-$129K	0.01%	1070
2020 Q1	$1.92M	Buy	39,304 +5,022	+15%	+$252K	0.01%	920
2019 Q4	$1.74M	Buy	34,282 +3,035	+10%	+$154K	0.01%	1117
2019 Q3	$1.58M	Buy	31,247 +17,696	+131%	+$897K	0.01%	1106
2019 Q2	$684K	Sell	13,551 -41,351	-75%	-$2.09M	﹤0.01%	1584
2019 Q1	$2.76M	Buy	54,902 +6,912	+14%	+$347K	0.01%	772
2018 Q4	$2.39M	Buy	+47,990	New	+$2.4M	0.01%	770

Other funds holding FLDR

AWM

Athena Wealth Management Reno, Nevada $134M AUM

KAS

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

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return

RFP

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Commonwealth Equity Services's FLDR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 18% in Q2 2026, selling an estimated $7.75M and leaving 689,383 shares worth $34.5M. The position accounts for 0.04% of the portfolio, ranked #400.

Commonwealth Equity Services first reported a position in FLDR in Q4 2018 and has held it in 31 quarters since. The position peaked at $42.2M in Q1 2026. 53 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Commonwealth Equity Services held 689,383 shares of Fidelity Low Duration Bond Factor ETF worth $34.5M as of Q2 2026.
Commonwealth Equity Services sold 154,670 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $7.75M.
Fidelity Low Duration Bond Factor ETF made up 0.04% of Commonwealth Equity Services's portfolio in Q2 2026, its #400 holding.
Commonwealth Equity Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2018 and has held it in 31 quarters since.
Commonwealth Equity Services's Fidelity Low Duration Bond Factor ETF position peaked at $42.2M in Q1 2026.
53 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.