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

Huntleigh 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	$5.19M	Sell	103,774 -10,406	-9%	-$523K	0.89%	26
2025 Q4	$5.74M	Sell	114,180 -3,094	-3%	-$156K	0.97%	23
2025 Q3	$5.89M	Sell	117,274 -48,770	-29%	-$2.45M	1%	20
2025 Q2	$8.31M	Buy	+166,044	New	+$8.31M	1.6%	10

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

Huntleigh Advisors's FLDR Position: Q1 2026 in Review

Huntleigh Advisors reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 9.1% in Q1 2026, selling an estimated $523K and leaving 103,774 shares worth $5.19M. The position accounts for 0.89% of the portfolio, ranked #26.

Huntleigh Advisors first reported a position in FLDR in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.31M in Q2 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Huntleigh Advisors held 103,774 shares of Fidelity Low Duration Bond Factor ETF worth $5.19M as of Q1 2026.
Huntleigh Advisors sold 10,406 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $523K.
Fidelity Low Duration Bond Factor ETF made up 0.89% of Huntleigh Advisors's portfolio in Q1 2026, its #26 holding.
Huntleigh Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 4 quarters since.
Huntleigh Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $8.31M in Q2 2025.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Huntleigh Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.