&Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

&Partners’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	$798K	Buy	15,930 +2,309	+17%	+$116K	﹤0.01%	1551
2026 Q1	$682K	Buy	13,621 +1,827	+15%	+$91.8K	﹤0.01%	1519
2025 Q4	$592K	Sell	11,794 -610	-5%	-$30.7K	﹤0.01%	1518
2025 Q3	$623K	Buy	12,404 +172	+1%	+$8.64K	﹤0.01%	1327
2025 Q2	$612K	Buy	12,232 +5,512	+82%	+$276K	﹤0.01%	1250
2025 Q1	$337K	Buy	6,720 +329	+5%	+$16.5K	﹤0.01%	1344
2024 Q4	$319K	Buy	+6,391	New	+$320K	﹤0.01%	1306

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

&Partners's FLDR Position: Q2 2026 in Review

&Partners increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 17% in Q2 2026, buying an estimated $116K and bringing the position to 15,930 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

&Partners first reported a position in FLDR in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

&Partners held 15,930 shares of Fidelity Low Duration Bond Factor ETF worth $798K as of Q2 2026.
&Partners bought 2,309 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $116K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1551 holding.
&Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.