KAS
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Kestra Advisory Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Kestra Advisory Services’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 		$20.4M Buy
406,348
+104,206
+34% +$5.22M 0.07% 310
2026
Q1 		$15.1M Buy
302,142
+55,742
+23% +$2.8M 0.06% 339
2025
Q4 		$12.4M Buy
246,400
+50,496
+26% +$2.54M 0.05% 361
2025
Q3 		$9.83M Buy
195,904
+19,964
+11% +$1M 0.05% 398
2025
Q2 		$8.81M Buy
175,940
+43,751
+33% +$2.19M 0.04% 420
2025
Q1 		$6.63M Buy
132,189
+91,661
+226% +$4.59M 0.03% 473
2024
Q4 		$2.02M Buy
40,528
+7,696
+23% +$386K 0.01% 990
2024
Q3 		$1.65M Buy
32,832
+7,891
+32% +$396K 0.01% 1061
2024
Q2 		$1.13M Buy
24,941
+620
+3% +$31K 0.01% 1249
2024
Q1 		$1.22M Buy
24,321
+4,375
+22% +$219K 0.01% 1129
2023
Q4 		$995K Sell
19,946
-1,732
-8% -$86.1K 0.01% 1120
2023
Q3 		$1.07M Buy
+21,678
New +$1.08M 0.01% 960
2023
Q2 		– Sell
-6,064
Closed -$301K – 2132
2023
Q1 		$301K Buy
6,064
+37
+0.6% +$1.84K ﹤0.01% 1560
2022
Q4 		$298K Sell
6,027
-1,385
-19% -$68.4K ﹤0.01% 1746
2022
Q3 		$366K Buy
7,412
+632
+9% +$31.4K ﹤0.01% 1488
2022
Q2 		$336K Sell
6,780
-103
-1% -$5.14K ﹤0.01% 1553
2022
Q1 		$345K Buy
+6,883
New +$347K ﹤0.01% 1508
2021
Q4 		– Sell
-8,405
Closed -$427K – 2079
2021
Q3 		$427K Sell
8,405
-68
-0.8% -$3.46K ﹤0.01% 1470
2021
Q2 		$431K Buy
8,473
+303
+4% +$15.4K ﹤0.01% 1354
2021
Q1 		$414K Sell
8,170
-358
-4% -$18.2K 0.01% 1281
2020
Q4 		$435K Buy
8,528
+8,400
+6,563% +$429K 0.01% 1279
2020
Q3 		$427K Buy
+128
New +$6.54K 0.01% 955

Other funds holding FLDR

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Kestra Advisory Services's FLDR Position: Q2 2026 in Review

Kestra Advisory Services increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 34% in Q2 2026, buying an estimated $5.22M and bringing the position to 406,348 shares worth $20.4M. The position accounts for 0.07% of the portfolio, ranked #310.

Kestra Advisory Services first reported a position in FLDR in Q3 2020 and has held it in 22 quarters since. 57 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Kestra Advisory Services held 406,348 shares of Fidelity Low Duration Bond Factor ETF worth $20.4M as of Q2 2026.
  • Kestra Advisory Services bought 104,206 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $5.22M.
  • Fidelity Low Duration Bond Factor ETF made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #310 holding.
  • Kestra Advisory Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2020 and has held it in 22 quarters since.
  • 57 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.