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

Other funds holding FLDR

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
LPL Financial
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Mosley Wealth Management held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q2 2026 at 42 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Mosley Wealth Management first reported a position in FLDR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.11K in Q1 2026. 80 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Mosley Wealth Management held 42 shares of Fidelity Low Duration Bond Factor ETF worth $2.1K as of Q2 2026.
  • Mosley Wealth Management left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q2 2026.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #491 holding.
  • Mosley Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Fidelity Low Duration Bond Factor ETF position peaked at $2.11K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.