FLP Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

FLP Wealth Management’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
2025 Q1	–	Sell	-14	Closed	-$710	–	202
2024 Q4	$710	Buy	+14	New	+$702	﹤0.01%	421

Other funds holding FLDR

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

FLP Wealth Management's FLDR Position: Q1 2025 in Review

FLP Wealth Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2025, closing a stake of 14 shares — an estimated $710 sold.

FLP Wealth Management first reported a position in FLDR in Q4 2024 and held it in 1 quarter. The position peaked at $710 in Q4 2024. 84 funds tracked by Wall St. Rank hold FLDR as of Q1 2025.

FLP Wealth Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 14 Fidelity Low Duration Bond Factor ETF shares in Q1 2025, an estimated $710.
FLP Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $710 in Q4 2024.
84 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.