Financially Speaking’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.54M Sell
150,585
-198,415
-57% -$9.97M 36.6% 2
2025
Q4
$17.5M Buy
349,000
+241,216
+224% +$12.1M 11.34% 4
2025
Q3
$5.41M Sell
107,784
-77,512
-42% -$3.89M 3.55% 11
2025
Q2
$9.28M Buy
185,296
+138,666
+297% +$6.94M 6.1% 4
2025
Q1
$2.34M Sell
46,630
-7,582
-14% -$380K 1.72% 9
2024
Q4
$2.71M Buy
+54,212
New +$2.72M 1.84% 13

Other funds holding FLDR

Financially Speaking's FLDR Position: Q1 2026 in Review

Financially Speaking reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 57% in Q1 2026, selling an estimated $9.97M and leaving 150,585 shares worth $7.54M. The position accounts for 36.6% of the portfolio, ranked #2.

Financially Speaking first reported a position in FLDR in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.5M in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Financially Speaking held 150,585 shares of Fidelity Low Duration Bond Factor ETF worth $7.54M as of Q1 2026.
  • Financially Speaking sold 198,415 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $9.97M.
  • Fidelity Low Duration Bond Factor ETF made up 36.6% of Financially Speaking's portfolio in Q1 2026, its #2 holding.
  • Financially Speaking first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Financially Speaking's Fidelity Low Duration Bond Factor ETF position peaked at $17.5M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Financially Speaking's 13F filing for Q1 2026, filed 7 Apr 2026.