FIC
FLDR icon

FCG Investment Company’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

FCG Investment Company’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 		$1.35M Sell
26,905
-14,617
-35% -$733K 0.47% 64
2026
Q1 		$2.08M Buy
+41,522
New +$2.09M 0.91% 26

Other funds holding FLDR

AWM
Athena Wealth Management Reno, Nevada $134M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

FCG Investment Company's FLDR Position: Q2 2026 in Review

FCG Investment Company reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 35% in Q2 2026, selling an estimated $733K and leaving 26,905 shares worth $1.35M. The position accounts for 0.47% of the portfolio, ranked #64.

FCG Investment Company first reported a position in FLDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.08M in Q1 2026. 45 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • FCG Investment Company held 26,905 shares of Fidelity Low Duration Bond Factor ETF worth $1.35M as of Q2 2026.
  • FCG Investment Company sold 14,617 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $733K.
  • Fidelity Low Duration Bond Factor ETF made up 0.47% of FCG Investment Company's portfolio in Q2 2026, its #64 holding.
  • FCG Investment Company first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • FCG Investment Company's Fidelity Low Duration Bond Factor ETF position peaked at $2.08M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.