LongView Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

LongView Wealth Management’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 Q3	$1M	Buy	20,185 +56	+0.3%	+$2.8K	0.24%	85
2026 Q2	$1.01M	Sell	20,129 -61	-0.3%	-$3.06K	0.26%	86
2026 Q1	$1.01M	Buy	20,190 +12,586	+166%	+$633K	0.25%	88
2025 Q4	$382K	Buy	7,604 +1,917	+34%	+$96.5K	0.09%	165
2025 Q3	$285K	Buy	5,687 +1,491	+36%	+$74.9K	0.08%	185
2025 Q2	$210K	Buy	+4,196	New	+$210K	0.06%	209

Other funds holding FLDR

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LongView Wealth Management's FLDR Position: Q3 2026 in Review

LongView Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.28% in Q3 2026, buying an estimated $2.8K and bringing the position to 20,185 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #85.

LongView Wealth Management first reported a position in FLDR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q1 2026. 28 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

LongView Wealth Management held 20,185 shares of Fidelity Low Duration Bond Factor ETF worth $1M as of Q3 2026.
LongView Wealth Management bought 56 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $2.8K.
Fidelity Low Duration Bond Factor ETF made up 0.24% of LongView Wealth Management's portfolio in Q3 2026, its #85 holding.
LongView Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 6 quarters since.
LongView Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $1.01M in Q1 2026.
28 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.