EFS
FLDR icon

Essex Financial Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Essex Financial Services’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 		$550K Sell
10,980
-970
-8% -$48.6K 0.03% 456
2026
Q1 		$598K Buy
+11,950
New +$601K 0.03% 407

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
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

Essex Financial Services's FLDR Position: Q2 2026 in Review

Essex Financial Services reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 8.1% in Q2 2026, selling an estimated $48.6K and leaving 10,980 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #456.

Essex Financial Services first reported a position in FLDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $598K in Q1 2026. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Essex Financial Services held 10,980 shares of Fidelity Low Duration Bond Factor ETF worth $550K as of Q2 2026.
  • Essex Financial Services sold 970 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $48.6K.
  • Fidelity Low Duration Bond Factor ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #456 holding.
  • Essex Financial Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Essex Financial Services's Fidelity Low Duration Bond Factor ETF position peaked at $598K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.