KPWS
FLDR icon

Kestra Private Wealth Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Kestra Private Wealth 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
Q1 		– Sell
-19,859
Closed -$997K – 1810
2025
Q4 		$997K Sell
19,859
-179
-0.9% -$9.01K 0.01% 807
2025
Q3 		$1.01M Buy
+20,038
New +$1.01M 0.01% 776

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $122M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kestra Private Wealth Services's FLDR Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026, closing a stake of 19,859 shares — an estimated $997K sold.

Kestra Private Wealth Services first reported a position in FLDR in Q3 2025 and held it in 2 quarters. The position peaked at $1.01M in Q3 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 19,859 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $997K.
  • Kestra Private Wealth Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Fidelity Low Duration Bond Factor ETF position peaked at $1.01M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.