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Csenge Advisory Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Csenge Advisory Group’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 		$444K Sell
8,878
-718
-7% -$36.1K 0.02% 464
2025
Q4 		$482K Buy
9,596
+1,508
+19% +$75.9K 0.02% 449
2025
Q3 		$406K Buy
+8,088
New +$406K 0.02% 474

Other funds holding FLDR

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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 $71.6B AUM 21.08% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $134M 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 $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Csenge Advisory Group's FLDR Position: Q1 2026 in Review

Csenge Advisory Group reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 7.5% in Q1 2026, selling an estimated $36.1K and leaving 8,878 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #464.

Csenge Advisory Group first reported a position in FLDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $482K in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Csenge Advisory Group held 8,878 shares of Fidelity Low Duration Bond Factor ETF worth $444K as of Q1 2026.
  • Csenge Advisory Group sold 718 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $36.1K.
  • Fidelity Low Duration Bond Factor ETF made up 0.02% of Csenge Advisory Group's portfolio in Q1 2026, its #464 holding.
  • Csenge Advisory Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Csenge Advisory Group's Fidelity Low Duration Bond Factor ETF position peaked at $482K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.