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

Kovack 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	$283K	Buy	5,656 +824	+17%	+$41.3K	0.01%	819
2026 Q1	$242K	Buy	+4,832	New	+$243K	0.01%	843
2024 Q1	–	Sell	-7,256	Closed	-$362K	–	517
2023 Q4	$362K	Buy	7,256 +101	+1%	+$5.02K	0.04%	377
2023 Q3	$354K	Sell	7,155 -24	-0.3%	-$1.2K	0.05%	342
2023 Q2	$358K	Buy	7,179 +91	+1%	+$4.54K	0.05%	369
2023 Q1	$352K	Buy	7,088 +1,731	+32%	+$86.2K	0.05%	375
2022 Q4	$265K	Sell	5,357 -73	-1%	-$3.61K	0.04%	435
2022 Q3	$268K	Buy	5,430 +1,164	+27%	+$57.8K	0.04%	427
2022 Q2	$211K	Sell	4,266 -1,586	-27%	-$79.1K	0.03%	556
2022 Q1	$293K	Buy	+5,852	New	+$295K	0.03%	536

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

Kovack Advisors's FLDR Position: Q2 2026 in Review

Kovack Advisors increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 17% in Q2 2026, buying an estimated $41.3K and bringing the position to 5,656 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #819.

Kovack Advisors first reported a position in FLDR in Q1 2022 and has held it in 10 quarters since. The position peaked at $362K in Q4 2023. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Kovack Advisors held 5,656 shares of Fidelity Low Duration Bond Factor ETF worth $283K as of Q2 2026.
Kovack Advisors bought 824 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $41.3K.
Fidelity Low Duration Bond Factor ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #819 holding.
Kovack Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2022 and has held it in 10 quarters since.
Kovack Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $362K in Q4 2023.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.