Elm3 Financial Group’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Elm3 Financial 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 Q2	$1.17M	Buy	23,250 +12,301	+112%	+$617K	0.8%	34
2026 Q1	$548K	Sell	10,949 -24	-0.2%	-$1.21K	0.46%	58
2025 Q4	$551K	Sell	10,973 -316	-3%	-$15.9K	0.46%	61
2025 Q3	$567K	Buy	11,289 +1,859	+20%	+$93.3K	0.46%	47
2025 Q2	$472K	Sell	9,430 -2,313	-20%	-$116K	0.39%	60
2025 Q1	$589K	Buy	11,743 +417	+4%	+$20.9K	0.52%	45
2024 Q4	$566K	Buy	+11,326	New	+$568K	0.48%	46

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KAS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WMR

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

Elm3 Financial Group's FLDR Position: Q2 2026 in Review

Elm3 Financial Group increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 112% in Q2 2026, buying an estimated $617K and bringing the position to 23,250 shares worth $1.17M. The position accounts for 0.8% of the portfolio, ranked #34.

Elm3 Financial Group first reported a position in FLDR in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Elm3 Financial Group held 23,250 shares of Fidelity Low Duration Bond Factor ETF worth $1.17M as of Q2 2026.
Elm3 Financial Group bought 12,301 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $617K.
Fidelity Low Duration Bond Factor ETF made up 0.8% of Elm3 Financial Group's portfolio in Q2 2026, its #34 holding.
Elm3 Financial Group first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.