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 Q2	$3.67M	Sell	73,273 -30,501	-29%	-$1.53M	0.51%	50
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

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

Huntleigh Advisors's FLDR Position: Q2 2026 in Review

Huntleigh Advisors reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 29% in Q2 2026, selling an estimated $1.53M and leaving 73,273 shares worth $3.67M. The position accounts for 0.51% of the portfolio, ranked #50.

Huntleigh Advisors first reported a position in FLDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.31M in Q2 2025. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Huntleigh Advisors held 73,273 shares of Fidelity Low Duration Bond Factor ETF worth $3.67M as of Q2 2026.
Huntleigh Advisors sold 30,501 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $1.53M.
Fidelity Low Duration Bond Factor ETF made up 0.51% of Huntleigh Advisors's portfolio in Q2 2026, its #50 holding.
Huntleigh Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 5 quarters since.
Huntleigh Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $8.31M in Q2 2025.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.