KA
FLDR icon

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
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

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