Creative Planning
FLDR icon

Creative Planning’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Creative Planning’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
Q4 		– Sell
-5,098
Closed -$256K – 3971
2025
Q3 		$256K Buy
+5,098
New +$256K ﹤0.01% 3276

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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 $1.89T AUM 35.08% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's FLDR Position: Q4 2025 in Review

Creative Planning sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q4 2025, closing a stake of 5,098 shares — an estimated $256K sold.

Creative Planning first reported a position in FLDR in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 126 funds tracked by Wall St. Rank hold FLDR as of Q4 2025.

  • Creative Planning reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 5,098 Fidelity Low Duration Bond Factor ETF shares in Q4 2025, an estimated $256K.
  • Creative Planning first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and held it in 1 quarter.
  • Creative Planning's Fidelity Low Duration Bond Factor ETF position peaked at $256K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.