Integrated Wealth Concepts’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Integrated Wealth Concepts’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	$406	Buy	+8	New	+$401	﹤0.01%	5675

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

Integrated Wealth Concepts's FLDR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026: 8 shares worth $406. The stake represents ﹤0.01% of the portfolio and ranks #5675 among its holdings.

121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Integrated Wealth Concepts held 8 shares of Fidelity Low Duration Bond Factor ETF worth $406 as of Q2 2026.
Fidelity Low Duration Bond Factor ETF was a new Integrated Wealth Concepts position in Q2 2026.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5675 holding.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.