IA
FLDR icon

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

IFP 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 		$67.1K Buy
1,340
+10
+0.8% +$501 ﹤0.01% 2219
2026
Q1 		$66.6K Buy
1,330
+9
+0.7% +$452 ﹤0.01% 2094
2025
Q4 		$66.4K Sell
1,321
-658
-33% -$33.1K ﹤0.01% 2028
2025
Q3 		$99.3K Buy
1,979
+13
+0.7% +$653 ﹤0.01% 1683
2025
Q2 		$98.4K Buy
1,966
+18
+0.9% +$900 ﹤0.01% 1649
2025
Q1 		$97.6K Buy
1,948
+316
+19% +$15.8K ﹤0.01% 1541
2024
Q4 		$81.5K Buy
1,632
+16
+1% +$802 ﹤0.01% 1571
2024
Q3 		$81.2K Buy
1,616
+15
+0.9% +$753 ﹤0.01% 1498
2024
Q2 		$79.9K Buy
1,601
+460
+40% +$23K ﹤0.01% 1456
2024
Q1 		$57K Buy
1,141
+16
+1% +$800 ﹤0.01% 1533
2023
Q4 		$56.1K Buy
1,125
+16
+1% +$795 ﹤0.01% 1496
2023
Q3 		$55K Buy
1,109
+14
+1% +$697 ﹤0.01% 1511
2023
Q2 		$54.5K Buy
1,095
+15
+1% +$748 ﹤0.01% 1568
2023
Q1 		$54.1K Buy
1,080
+13
+1% +$647 ﹤0.01% 1535
2022
Q4 		$54K Sell
1,067
-1,082
-50% -$53.5K ﹤0.01% 2178
2022
Q3 		$109K Sell
2,149
-308
-13% -$15.3K ﹤0.01% 1794
2022
Q2 		$123K Hold
2,457
– – ﹤0.01% 1555
2022
Q1 		$123K Buy
2,457
+255
+12% +$12.9K ﹤0.01% 1555
2021
Q4 		$112K Sell
2,202
-124
-5% -$6.29K ﹤0.01% 1219
2021
Q3 		$119K Sell
2,326
-140
-6% -$7.13K ﹤0.01% 1208
2021
Q2 		$125K Buy
2,466
+1
+0% +$51 ﹤0.01% 1129
2021
Q1 		$125K Sell
2,465
-76
-3% -$3.87K ﹤0.01% 1064
2020
Q4 		$129K Sell
2,541
-101
-4% -$5.16K 0.01% 1003
2020
Q3 		$134K Sell
2,642
-22
-0.8% -$1.12K 0.01% 858
2020
Q2 		$136K Sell
2,664
-5
-0.2% -$251 0.01% 806
2020
Q1 		$128K Buy
2,669
+8
+0.3% +$401 0.01% 729
2019
Q4 		$135K Buy
2,661
+511
+24% +$25.9K 0.01% 795
2019
Q3 		$110K Buy
+2,150
New +$109K 0.01% 1014

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
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

IFP Advisors's FLDR Position: Q2 2026 in Review

IFP Advisors increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.75% in Q2 2026, buying an estimated $501 and bringing the position to 1,340 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

IFP Advisors first reported a position in FLDR in Q3 2019 and has held it in 28 quarters since. The position peaked at $136K in Q2 2020. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • IFP Advisors held 1,340 shares of Fidelity Low Duration Bond Factor ETF worth $67.1K as of Q2 2026.
  • IFP Advisors bought 10 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $501.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2219 holding.
  • IFP Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $136K in Q2 2020.
  • 121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.