New England Private Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

New England Private 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 Q2	$370K	Buy	7,374 +97	+1%	+$4.86K	0.04%	159
2026 Q1	$364K	Buy	7,277 +76	+1%	+$3.82K	0.04%	147
2025 Q4	$362K	Buy	7,201 +770	+12%	+$38.7K	0.05%	139
2025 Q3	$323K	Buy	6,431 +51	+0.8%	+$2.56K	0.04%	146
2025 Q2	$320K	Buy	6,380 +98	+2%	+$4.9K	0.05%	132
2025 Q1	$315K	Buy	6,282 +76	+1%	+$3.81K	0.05%	119
2024 Q4	$310K	Buy	+6,206	New	+$311K	0.05%	123

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 $139M AUM 20.91% 1-Year Est. Return

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

New England Private Wealth Advisors's FLDR Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.3% in Q2 2026, buying an estimated $4.86K and bringing the position to 7,374 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #159.

New England Private Wealth Advisors first reported a position in FLDR in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

New England Private Wealth Advisors held 7,374 shares of Fidelity Low Duration Bond Factor ETF worth $370K as of Q2 2026.
New England Private Wealth Advisors bought 97 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $4.86K.
Fidelity Low Duration Bond Factor ETF made up 0.04% of New England Private Wealth Advisors's portfolio in Q2 2026, its #159 holding.
New England Private Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.