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EverSource Wealth Advisors’s Inspire Fidelis Multi Factor ETF FDLS Stock Holding History

EverSource Wealth Advisors’s Portfolio FDLS Stock Details FDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.7K Buy
2,294
+647
+39% +$24.5K ﹤0.01% 1537
2025
Q4 		$58.9K Buy
1,647
+39
+2% +$1.37K ﹤0.01% 1636
2025
Q3 		$56.2K Buy
1,608
+150
+10% +$4.98K ﹤0.01% 1619
2025
Q2 		$46.3K Hold
1,458
– – ﹤0.01% 1674
2025
Q1 		$41K Hold
1,458
– – ﹤0.01% 1326
2024
Q4 		$42.9K Hold
1,458
– – ﹤0.01% 1257
2024
Q3 		$45.8K Buy
+1,458
New +$44.5K ﹤0.01% 1108

Other funds holding FDLS

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

EverSource Wealth Advisors's FDLS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Inspire Fidelis Multi Factor ETF (FDLS) stake by 39% in Q1 2026, buying an estimated $24.5K and bringing the position to 2,294 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

EverSource Wealth Advisors first reported a position in FDLS in Q3 2024 and has held it in 7 quarters since. 37 funds tracked by Wall St. Rank hold FDLS as of Q1 2026.

  • EverSource Wealth Advisors held 2,294 shares of Inspire Fidelis Multi Factor ETF worth $84.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 647 Inspire Fidelis Multi Factor ETF shares in Q1 2026, an estimated $24.5K.
  • Inspire Fidelis Multi Factor ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1537 holding.
  • EverSource Wealth Advisors first reported a position in Inspire Fidelis Multi Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 37 funds tracked by Wall St. Rank held Inspire Fidelis Multi Factor ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.