KDA
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Kraft Davis & Associates’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Kraft Davis & Associates’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 		$5.64M Sell
112,561
-3,286
-3% -$165K 1.18% 27
2026
Q1 		$5.8M Sell
115,847
-57,526
-33% -$2.89M 1.24% 27
2025
Q4 		$8.72M Buy
173,373
+35,258
+26% +$1.77M 1.95% 18
2025
Q3 		$6.94M Buy
138,115
+82,567
+149% +$4.15M 1.69% 21
2025
Q2 		$2.79M Buy
55,548
+33,808
+156% +$1.69M 0.77% 28
2025
Q1 		$1.09M Sell
21,740
-239
-1% -$12K 0.35% 48
2024
Q4 		$1.1M Sell
21,979
-12,201
-36% -$612K 0.31% 50
2024
Q3 		$1.71M Sell
34,180
-19,115
-36% -$960K 0.51% 46
2024
Q2 		$2.67M Sell
53,295
-1,220
-2% -$61K 0.81% 34
2024
Q1 		$2.72M Sell
54,515
-57,959
-52% -$2.9M 0.82% 30
2023
Q4 		$5.63M Sell
112,474
-18,338
-14% -$911K 1.69% 22
2023
Q3 		$6.47M Sell
130,812
-1,830
-1% -$91.1K 2.43% 17
2023
Q2 		$6.6M Buy
+132,642
New +$6.61M 2.29% 18
2022
Q4 		$6.31M Buy
+126,488
New +$6.25M 2.5% 18

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Kraft Davis & Associates's FLDR Position: Q2 2026 in Review

Kraft Davis & Associates reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 2.8% in Q2 2026, selling an estimated $165K and leaving 112,561 shares worth $5.64M. The position accounts for 1.18% of the portfolio, ranked #27.

Kraft Davis & Associates first reported a position in FLDR in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.72M in Q4 2025. 57 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Kraft Davis & Associates held 112,561 shares of Fidelity Low Duration Bond Factor ETF worth $5.64M as of Q2 2026.
  • Kraft Davis & Associates sold 3,286 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $165K.
  • Fidelity Low Duration Bond Factor ETF made up 1.18% of Kraft Davis & Associates's portfolio in Q2 2026, its #27 holding.
  • Kraft Davis & Associates first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • Kraft Davis & Associates's Fidelity Low Duration Bond Factor ETF position peaked at $8.72M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.