Planning Directions’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Planning Directions’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 Q1	$6M	Buy	119,909 +6,363	+6%	+$320K	3.04%	9
2025 Q4	$5.7M	Sell	113,546 -5,447	-5%	-$274K	2.87%	8
2025 Q3	$5.97M	Buy	118,993 +3,915	+3%	+$197K	3.12%	8
2025 Q2	$5.76M	Buy	115,078 +15,781	+16%	+$789K	3.24%	7
2025 Q1	$4.98M	Buy	99,297 +18,136	+22%	+$909K	2.13%	12
2024 Q4	$4.05M	Buy	81,161 +1,365	+2%	+$68.4K	2.35%	12
2024 Q3	$4.01M	Buy	79,796 +2,072	+3%	+$104K	2.39%	11
2024 Q2	$3.88M	Buy	77,724 +16,285	+27%	+$814K	2.64%	8
2024 Q1	$3.07M	Buy	61,439 +29,758	+94%	+$1.49M	2.13%	10
2023 Q4	$1.58M	Buy	+31,681	New	+$1.57M	1.13%	22

Other funds holding FLDR

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $122M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Planning Directions's FLDR Position: Q1 2026 in Review

Planning Directions increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 5.6% in Q1 2026, buying an estimated $320K and bringing the position to 119,909 shares worth $6M. The position accounts for 3.04% of the portfolio, ranked #9.

Planning Directions first reported a position in FLDR in Q4 2023 and has held it in 10 quarters since. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Planning Directions held 119,909 shares of Fidelity Low Duration Bond Factor ETF worth $6M as of Q1 2026.
Planning Directions bought 6,363 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $320K.
Fidelity Low Duration Bond Factor ETF made up 3.04% of Planning Directions's portfolio in Q1 2026, its #9 holding.
Planning Directions first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2023 and has held it in 10 quarters since.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.