Mosley Wealth Management
FLDR icon

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

Mosley 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
Q3 		$2.1K Hold
42
– – ﹤0.01% 488
2026
Q2 		$2.1K Hold
42
– – ﹤0.01% 491
2026
Q1 		$2.11K Buy
+42
New +$2.11K ﹤0.01% 386

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Mosley Wealth Management's FLDR Position: Q3 2026 in Review

Mosley Wealth Management held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q3 2026 at 42 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Mosley Wealth Management first reported a position in FLDR in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.11K in Q1 2026. 82 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

  • Mosley Wealth Management held 42 shares of Fidelity Low Duration Bond Factor ETF worth $2.1K as of Q3 2026.
  • Mosley Wealth Management left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q3 2026.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #488 holding.
  • Mosley Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $2.11K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.