Fortis Capital Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Fortis Capital 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
2026 Q2	$3.47M	Buy	69,149 +3,635	+6%	+$182K	0.39%	59
2026 Q1	$3.28M	Buy	+65,514	New	+$3.29M	0.34%	57

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Fortis Capital Management's FLDR Position: Q2 2026 in Review

Fortis Capital Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 5.5% in Q2 2026, buying an estimated $182K and bringing the position to 69,149 shares worth $3.47M. The position accounts for 0.39% of the portfolio, ranked #59.

Fortis Capital Management first reported a position in FLDR in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Fortis Capital Management held 69,149 shares of Fidelity Low Duration Bond Factor ETF worth $3.47M as of Q2 2026.
Fortis Capital Management bought 3,635 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $182K.
Fidelity Low Duration Bond Factor ETF made up 0.39% of Fortis Capital Management's portfolio in Q2 2026, its #59 holding.
Fortis Capital Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2026 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.