Lloyd Advisory Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Lloyd Advisory 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 Q2	–	Sell	-108	Closed	-$5.41K	–	757
2026 Q1	$5.41K	Buy	+108	New	+$5.43K	﹤0.01%	551

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 $139M AUM 20.91% 1-Year Est. Return

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

Lloyd Advisory Services's FLDR Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026, closing a stake of 108 shares — an estimated $5.41K sold.

Lloyd Advisory Services first reported a position in FLDR in Q1 2026 and held it in 1 quarter. The position peaked at $5.41K in Q1 2026. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Lloyd Advisory Services reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 108 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $5.41K.
Lloyd Advisory Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Fidelity Low Duration Bond Factor ETF position peaked at $5.41K in Q1 2026.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.