LSIA
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LaSalle St. Investment Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

LaSalle St. Investment 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 		$505K Buy
10,083
+1,664
+20% +$83.6K 0.07% 207
2025
Q4 		$422K Buy
+8,419
New +$424K 0.07% 219

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 $134M 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 $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LaSalle St. Investment Advisors's FLDR Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 20% in Q1 2026, buying an estimated $83.6K and bringing the position to 10,083 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #207.

LaSalle St. Investment Advisors first reported a position in FLDR in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • LaSalle St. Investment Advisors held 10,083 shares of Fidelity Low Duration Bond Factor ETF worth $505K as of Q1 2026.
  • LaSalle St. Investment Advisors bought 1,664 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $83.6K.
  • Fidelity Low Duration Bond Factor ETF made up 0.07% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #207 holding.
  • LaSalle St. Investment Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.