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

Howard 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
2026 Q2	$5.12M	Buy	102,249 +39,765	+64%	+$1.99M	1.89%	11
2026 Q1	$3.13M	Buy	62,484 +11,821	+23%	+$594K	1.32%	26
2025 Q4	$2.54M	Buy	50,663 +12,661	+33%	+$637K	1.11%	26
2025 Q3	$1.91M	Buy	38,002 +18,325	+93%	+$920K	0.88%	35
2025 Q2	$985K	Buy	+19,677	New	+$984K	0.5%	59

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

Howard Wealth Management's FLDR Position: Q2 2026 in Review

Howard Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 64% in Q2 2026, buying an estimated $1.99M and bringing the position to 102,249 shares worth $5.12M. The position accounts for 1.89% of the portfolio, ranked #11.

Howard Wealth Management first reported a position in FLDR in Q2 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Howard Wealth Management held 102,249 shares of Fidelity Low Duration Bond Factor ETF worth $5.12M as of Q2 2026.
Howard Wealth Management bought 39,765 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $1.99M.
Fidelity Low Duration Bond Factor ETF made up 1.89% of Howard Wealth Management's portfolio in Q2 2026, its #11 holding.
Howard Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 5 quarters since.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.