Envestnet Portfolio Solutions’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Envestnet Portfolio 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
2026 Q2	$248K	Buy	4,954 +3	+0.1%	+$150	﹤0.01%	1277
2026 Q1	$248K	Buy	+4,951	New	+$249K	﹤0.01%	1195
2024 Q2	–	Sell	-4,865	Closed	-$243K	–	1649
2024 Q1	$243K	Sell	4,865 -457	-9%	-$22.8K	﹤0.01%	1464
2023 Q4	$266K	Buy	+5,322	New	+$264K	﹤0.01%	1356

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 $139M AUM 20.91% 1-Year Est. Return

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

Envestnet Portfolio Solutions's FLDR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.06% in Q2 2026, buying an estimated $150 and bringing the position to 4,954 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Envestnet Portfolio Solutions first reported a position in FLDR in Q4 2023 and has held it in 4 quarters since. The position peaked at $266K in Q4 2023. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Envestnet Portfolio Solutions held 4,954 shares of Fidelity Low Duration Bond Factor ETF worth $248K as of Q2 2026.
Envestnet Portfolio Solutions bought 3 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $150.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1277 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2023 and has held it in 4 quarters since.
Envestnet Portfolio Solutions's Fidelity Low Duration Bond Factor ETF position peaked at $266K in Q4 2023.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.