Great Lakes Retirement’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Great Lakes Retirement’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	$3.1M	Buy	61,903 +5,754	+10%	+$289K	0.32%	70
2025 Q4	$2.83M	Buy	56,149 +2,429	+5%	+$122K	0.29%	70
2025 Q3	$2.7M	Buy	53,720 +4,081	+8%	+$205K	0.29%	78
2025 Q2	$2.5M	Buy	49,639 +4,945	+11%	+$247K	0.3%	78
2025 Q1	$2.24M	Sell	44,694 -2,294	-5%	-$115K	0.29%	80
2024 Q4	$2.36M	Buy	46,988 +1,371	+3%	+$68.7K	0.3%	75
2024 Q3	$2.3M	Buy	+45,617	New	+$2.29M	0.29%	83

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

Great Lakes Retirement's FLDR Position: Q1 2026 in Review

Great Lakes Retirement increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 10% in Q1 2026, buying an estimated $289K and bringing the position to 61,903 shares worth $3.1M. The position accounts for 0.32% of the portfolio, ranked #70.

Great Lakes Retirement first reported a position in FLDR in Q3 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Great Lakes Retirement held 61,903 shares of Fidelity Low Duration Bond Factor ETF worth $3.1M as of Q1 2026.
Great Lakes Retirement bought 5,754 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $289K.
Fidelity Low Duration Bond Factor ETF made up 0.32% of Great Lakes Retirement's portfolio in Q1 2026, its #70 holding.
Great Lakes Retirement first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Great Lakes Retirement's 13F filing for Q1 2026, filed 6 May 2026.