Lowery Thomas LLC’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Lowery Thomas LLC’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	$3.72M	Sell	74,205 -1,235	-2%	-$61.9K	1.82%	18
2026 Q1	$3.78M	Buy	75,440 +989	+1%	+$49.7K	2.16%	17
2025 Q4	$3.74M	Buy	74,451 +5,384	+8%	+$271K	2.11%	15
2025 Q3	$3.47M	Buy	69,067 +6,592	+11%	+$331K	2%	15
2025 Q2	$3.13M	Sell	62,475 -3,072	-5%	-$154K	2%	14
2025 Q1	$3.29M	Buy	65,547 +35	+0.1%	+$1.75K	2.25%	13
2024 Q4	$3.27M	Buy	65,512 +16,876	+35%	+$846K	2.13%	17
2024 Q3	$2.44M	Buy	+48,636	New	+$2.44M	1.66%	20

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 $134M AUM

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

Lowery Thomas LLC's FLDR Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.6% in Q2 2026, selling an estimated $61.9K and leaving 74,205 shares worth $3.72M. The position accounts for 1.82% of the portfolio, ranked #18.

Lowery Thomas LLC first reported a position in FLDR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.78M in Q1 2026. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Lowery Thomas LLC held 74,205 shares of Fidelity Low Duration Bond Factor ETF worth $3.72M as of Q2 2026.
Lowery Thomas LLC sold 1,235 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $61.9K.
Fidelity Low Duration Bond Factor ETF made up 1.82% of Lowery Thomas LLC's portfolio in Q2 2026, its #18 holding.
Lowery Thomas LLC first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2024 and has held it in 8 quarters since.
Lowery Thomas LLC's Fidelity Low Duration Bond Factor ETF position peaked at $3.78M in Q1 2026.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.