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Coppell Advisory Solutions’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-217
Closed -$10.8K – 865
2024
Q4 		$10.8K Hold
217
– – ﹤0.01% 1082
2024
Q3 		$10.9K Hold
217
– – ﹤0.01% 1052
2024
Q2 		$10.8K Buy
+217
New +$10.8K ﹤0.01% 979

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CPCP
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AIM
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Coppell Advisory Solutions's FLDR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2025, closing a stake of 217 shares — an estimated $10.8K sold.

Coppell Advisory Solutions first reported a position in FLDR in Q2 2024 and held it in 3 quarters. The position peaked at $10.9K in Q3 2024. 84 funds tracked by Wall St. Rank hold FLDR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 217 Fidelity Low Duration Bond Factor ETF shares in Q1 2025, an estimated $10.8K.
  • Coppell Advisory Solutions first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Fidelity Low Duration Bond Factor ETF position peaked at $10.9K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.