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

Meridian 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
Q1 		$738K Sell
14,748
-30,455
-67% -$1.53M 0.03% 417
2025
Q4 		$2.27M Buy
45,203
+1,115
+3% +$56.1K 0.08% 214
2025
Q3 		$2.21M Buy
+44,088
New +$2.21M 0.08% 203

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 $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Meridian Wealth Management's FLDR Position: Q1 2026 in Review

Meridian Wealth Management reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 67% in Q1 2026, selling an estimated $1.53M and leaving 14,748 shares worth $738K. The position accounts for 0.03% of the portfolio, ranked #417.

Meridian Wealth Management first reported a position in FLDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Meridian Wealth Management held 14,748 shares of Fidelity Low Duration Bond Factor ETF worth $738K as of Q1 2026.
  • Meridian Wealth Management sold 30,455 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $1.53M.
  • Fidelity Low Duration Bond Factor ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #417 holding.
  • Meridian Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Meridian Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $2.27M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.