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 Q2	$669K	Sell	13,352 -1,396	-9%	-$70K	0.02%	476
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

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

Meridian Wealth Management's FLDR Position: Q2 2026 in Review

Meridian Wealth Management reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 9.5% in Q2 2026, selling an estimated $70K and leaving 13,352 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #476.

Meridian Wealth Management first reported a position in FLDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.27M in Q4 2025. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Meridian Wealth Management held 13,352 shares of Fidelity Low Duration Bond Factor ETF worth $669K as of Q2 2026.
Meridian Wealth Management sold 1,396 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $70K.
Fidelity Low Duration Bond Factor ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #476 holding.
Meridian Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 4 quarters since.
Meridian Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $2.27M in Q4 2025.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.