JWCA
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J.W. Cole Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

J.W. Cole 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 		$341K Buy
+6,802
New +$341K 0.01% 1209
2026
Q1 		– Sell
-5,118
Closed -$257K – 994
2025
Q4 		$257K Sell
5,118
-938
-15% -$47.2K 0.01% 1179
2025
Q3 		$304K Buy
6,056
+65
+1% +$3.26K 0.01% 1207
2025
Q2 		$300K Buy
5,991
+62
+1% +$3.1K 0.01% 1148
2025
Q1 		$297K Buy
5,929
+689
+13% +$34.5K 0.01% 967
2024
Q4 		$262K Buy
5,240
+964
+23% +$48.3K 0.01% 828
2024
Q3 		$215K Buy
4,276
+39
+0.9% +$1.96K 0.01% 883
2024
Q2 		$211K Buy
4,237
+1
+0% +$50 0.01% 836
2024
Q1 		$212K Sell
4,236
-1
-0% -$50 0.01% 816
2023
Q4 		$211K Buy
4,237
+20
+0.5% +$994 0.01% 745
2023
Q3 		$209K Buy
4,217
+56
+1% +$2.79K 0.02% 674
2023
Q2 		$207K Sell
4,161
-315
-7% -$15.7K 0.01% 700
2023
Q1 		$222K Buy
4,476
+50
+1% +$2.49K 0.02% 697
2022
Q4 		$219K Buy
+4,426
New +$219K 0.02% 656

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

J.W. Cole Advisors's FLDR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026: 6,802 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #1209 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FLDR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in FLDR in Q4 2022 and has held it in 14 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • J.W. Cole Advisors held 6,802 shares of Fidelity Low Duration Bond Factor ETF worth $341K as of Q2 2026.
  • Fidelity Low Duration Bond Factor ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Fidelity Low Duration Bond Factor ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1209 holding.
  • J.W. Cole Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • 121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.