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

JFS Wealth 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	$97K	Buy	1,936 +19	+1%	+$953	﹤0.01%	436
2026 Q1	$95.9K	Buy	1,917 +21	+1%	+$1.05K	0.01%	416
2025 Q4	$95.3K	Buy	1,896 +21	+1%	+$1.06K	0.01%	419
2025 Q3	$94.1K	Buy	1,875 +22	+1%	+$1.1K	0.01%	414
2025 Q2	$92.8K	Buy	1,853 +22	+1%	+$1.1K	0.01%	380
2025 Q1	$92.1K	Buy	+1,831	New	+$91.7K	0.01%	377

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

JFS Wealth Advisors's FLDR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.99% in Q2 2026, buying an estimated $953 and bringing the position to 1,936 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

JFS Wealth Advisors first reported a position in FLDR in Q1 2025 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

JFS Wealth Advisors held 1,936 shares of Fidelity Low Duration Bond Factor ETF worth $97K as of Q2 2026.
JFS Wealth Advisors bought 19 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $953.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #436 holding.
JFS Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and has held it in 6 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.