LPL Financial
FLDR icon

LPL Financial’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

LPL Financial’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 		$26.3M Buy
525,613
+7,260
+1% +$364K 0.01% 1410
2026
Q1 		$25.9M Sell
518,353
-14,690
-3% -$738K 0.01% 1296
2025
Q4 		$26.8M Buy
533,043
+58,829
+12% +$2.96M 0.01% 1217
2025
Q3 		$23.8M Buy
474,214
+37,111
+8% +$1.86M 0.01% 1251
2025
Q2 		$21.9M Buy
437,103
+39,668
+10% +$1.98M 0.01% 1201
2025
Q1 		$19.9M Buy
397,435
+94,120
+31% +$4.71M 0.01% 1154
2024
Q4 		$15.1M Buy
303,315
+71,654
+31% +$3.59M 0.01% 1247
2024
Q3 		$11.6M Buy
231,661
+96,200
+71% +$4.83M 0.01% 1365
2024
Q2 		$6.76M Buy
135,461
+42,236
+45% +$2.11M ﹤0.01% 1639
2024
Q1 		$4.66M Buy
93,225
+6,753
+8% +$338K ﹤0.01% 1846
2023
Q4 		$4.31M Buy
86,472
+39,558
+84% +$1.97M ﹤0.01% 1785
2023
Q3 		$2.32M Buy
46,914
+3,625
+8% +$180K ﹤0.01% 2182
2023
Q2 		$2.16M Buy
43,289
+5,189
+14% +$259K ﹤0.01% 2178
2023
Q1 		$1.89M Buy
38,100
+20,902
+122% +$1.04M ﹤0.01% 2189
2022
Q4 		$851K Buy
17,198
+5,875
+52% +$290K ﹤0.01% 2769
2022
Q3 		$559K Sell
11,323
-11,691
-51% -$580K ﹤0.01% 3051
2022
Q2 		$1.14M Sell
23,014
-1,212
-5% -$60.4K ﹤0.01% 2476
2022
Q1 		$1.22M Sell
24,226
-6,264
-21% -$316K ﹤0.01% 2449
2021
Q4 		$1.55M Sell
30,490
-8,654
-22% -$439K ﹤0.01% 2289
2021
Q3 		$1.99M Buy
39,144
+9,175
+31% +$467K ﹤0.01% 2052
2021
Q2 		$1.52M Sell
29,969
-42,422
-59% -$2.15M ﹤0.01% 2197
2021
Q1 		$3.67M Sell
72,391
-121,113
-63% -$6.16M ﹤0.01% 1426
2020
Q4 		$9.88M Sell
193,504
-49,455
-20% -$2.52M 0.01% 751
2020
Q3 		$12.4M Sell
242,959
-16,215
-6% -$828K 0.02% 557
2020
Q2 		$13.2M Buy
+259,174
New +$13M 0.02% 496

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
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
Bank of America
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial's FLDR Position: Q2 2026 in Review

LPL Financial increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.4% in Q2 2026, buying an estimated $364K and bringing the position to 525,613 shares worth $26.3M. The position accounts for 0.01% of the portfolio, ranked #1410.

LPL Financial first reported a position in FLDR in Q2 2020 and has held it in 25 quarters since. The position peaked at $26.8M in Q4 2025. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • LPL Financial held 525,613 shares of Fidelity Low Duration Bond Factor ETF worth $26.3M as of Q2 2026.
  • LPL Financial bought 7,260 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $364K.
  • Fidelity Low Duration Bond Factor ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1410 holding.
  • LPL Financial first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's Fidelity Low Duration Bond Factor ETF position peaked at $26.8M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.