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 Q3	$6.15M	Buy	123,511 +21,262	+21%	+$1.06M	2.22%	6
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

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Howard Wealth Management's FLDR Position: Q3 2026 in Review

Howard Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 21% in Q3 2026, buying an estimated $1.06M and bringing the position to 123,511 shares worth $6.15M. The position accounts for 2.22% of the portfolio, ranked #6.

Howard Wealth Management first reported a position in FLDR in Q2 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

Howard Wealth Management held 123,511 shares of Fidelity Low Duration Bond Factor ETF worth $6.15M as of Q3 2026.
Howard Wealth Management bought 21,262 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $1.06M.
Fidelity Low Duration Bond Factor ETF made up 2.22% of Howard Wealth Management's portfolio in Q3 2026, its #6 holding.
Howard Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.