Foundations Investment Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Foundations Investment Advisors’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 Q1	–	Sell	-165,588	Closed	-$8.32M	–	1196
2025 Q4	$8.32M	Buy	165,588 +19,764	+14%	+$995K	0.11%	164
2025 Q3	$7.32M	Buy	145,824 +22,927	+19%	+$1.15M	0.11%	164
2025 Q2	$6.15M	Buy	122,897 +11,879	+11%	+$594K	0.1%	175
2025 Q1	$5.56M	Buy	111,018 +82,300	+287%	+$4.12M	0.1%	192
2024 Q4	$1.43M	Buy	28,718 +13,901	+94%	+$697K	0.03%	343
2024 Q3	$744K	Buy	+14,817	New	+$744K	0.02%	419

Other funds holding FLDR

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AWM

Athena Wealth Management Reno, Nevada $122M AUM

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Foundations Investment Advisors's FLDR Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026, closing a stake of 165,588 shares — an estimated $8.32M sold.

Foundations Investment Advisors first reported a position in FLDR in Q3 2024 and held it in 6 quarters. The position peaked at $8.32M in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Foundations Investment Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 165,588 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $8.32M.
Foundations Investment Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2024 and held it in 6 quarters.
Foundations Investment Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $8.32M in Q4 2025.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.