Perspective Wealth Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Perspective 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	$3.43M	Sell	68,508 -55,077	-45%	-$2.76M	1.89%	13
2026 Q1	$6.19M	Buy	123,585 +14,567	+13%	+$732K	4.01%	7
2025 Q4	$5.48M	Buy	+109,018	New	+$5.49M	3.9%	7

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

Perspective Wealth Advisors's FLDR Position: Q2 2026 in Review

Perspective Wealth Advisors reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 45% in Q2 2026, selling an estimated $2.76M and leaving 68,508 shares worth $3.43M. The position accounts for 1.89% of the portfolio, ranked #13.

Perspective Wealth Advisors first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.19M in Q1 2026. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Perspective Wealth Advisors held 68,508 shares of Fidelity Low Duration Bond Factor ETF worth $3.43M as of Q2 2026.
Perspective Wealth Advisors sold 55,077 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $2.76M.
Fidelity Low Duration Bond Factor ETF made up 1.89% of Perspective Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Perspective Wealth Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
Perspective Wealth Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $6.19M in Q1 2026.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.