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 Q1	$598K	Buy	+11,950	New	+$601K	0.03%	407

Other funds holding FLDR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $122M AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Essex Financial Services's FLDR Position: Q1 2026 in Review

Essex Financial Services opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026: 11,950 shares worth $598K. The stake represents 0.03% of the portfolio and ranks #407 among its holdings.

124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Essex Financial Services held 11,950 shares of Fidelity Low Duration Bond Factor ETF worth $598K as of Q1 2026.
Fidelity Low Duration Bond Factor ETF was a new Essex Financial Services position in Q1 2026.
Fidelity Low Duration Bond Factor ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #407 holding.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.