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

Kastel Capital 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	$1.7M	Buy	+34,048	New	+$1.71M	1.08%	24

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

Kastel Capital Advisors's FLDR Position: Q2 2026 in Review

Kastel Capital Advisors opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026: 34,048 shares worth $1.7M. The stake represents 1.08% of the portfolio and ranks #24 among its holdings.

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

Kastel Capital Advisors held 34,048 shares of Fidelity Low Duration Bond Factor ETF worth $1.7M as of Q2 2026.
Fidelity Low Duration Bond Factor ETF was a new Kastel Capital Advisors position in Q2 2026.
Fidelity Low Duration Bond Factor ETF made up 1.08% of Kastel Capital Advisors's portfolio in Q2 2026, its #24 holding.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.