Guidance Capital
FLDR icon

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

Guidance Capital’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
Q3 		$611K Buy
12,239
+384
+3% +$19.2K 0.13% 153
2026
Q2 		$594K Buy
11,855
+776
+7% +$38.9K 0.13% 155
2026
Q1 		$555K Buy
11,079
+198
+2% +$10K 0.12% 155
2025
Q4 		$547K Hold
10,881
– – 0.13% 153
2025
Q3 		$549K Buy
10,881
+20
+0.2% +$1K 0.14% 146
2025
Q2 		$545K Buy
10,861
+207
+2% +$10.4K 0.16% 133
2025
Q1 		$532K Buy
10,654
+1,143
+12% +$57.3K 0.16% 127
2024
Q4 		$476K Hold
9,511
– – 0.15% 132
2024
Q3 		$477K Hold
9,511
– – 0.15% 140
2024
Q2 		$476K Buy
+9,511
New +$475K 0.16% 139

Other funds holding FLDR

Athena Wealth Management
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Howard Wealth Management
Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Guidance Capital's FLDR Position: Q3 2026 in Review

Guidance Capital increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 3.2% in Q3 2026, buying an estimated $19.2K and bringing the position to 12,239 shares worth $611K. The position accounts for 0.13% of the portfolio, ranked #153.

Guidance Capital first reported a position in FLDR in Q2 2024 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

  • Guidance Capital held 12,239 shares of Fidelity Low Duration Bond Factor ETF worth $611K as of Q3 2026.
  • Guidance Capital bought 384 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $19.2K.
  • Fidelity Low Duration Bond Factor ETF made up 0.13% of Guidance Capital's portfolio in Q3 2026, its #153 holding.
  • Guidance Capital first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2024 and has held it in 10 quarters since.
  • 72 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Guidance Capital's 13F filing for Q3 2026, filed 3 Nov 2026.