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Medallion Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Medallion Wealth 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 		$100K Hold
2,000
– – 0.03% 356
2025
Q4 		$100K Hold
2,000
– – 0.03% 357
2025
Q3 		$100K Hold
2,000
– – 0.04% 355
2025
Q2 		$100K Hold
2,000
– – 0.04% 344
2025
Q1 		$100K Buy
+2,000
New +$100K 0.05% 307

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 $79.5B AUM 27.1% 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

Medallion Wealth Advisors's FLDR Position: Q1 2026 in Review

Medallion Wealth Advisors held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q1 2026 at 2,000 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #356.

Medallion Wealth Advisors first reported a position in FLDR in Q1 2025 and has held it in 5 quarters since. The position peaked at $100K in Q4 2025. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Medallion Wealth Advisors held 2,000 shares of Fidelity Low Duration Bond Factor ETF worth $100K as of Q1 2026.
  • Medallion Wealth Advisors left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q1 2026.
  • Fidelity Low Duration Bond Factor ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #356 holding.
  • Medallion Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $100K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.