Prime Capital Investment Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Prime Capital Investment 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 Q1	$4.63M	Sell	92,599 -71,456	-44%	-$3.59M	0.05%	232
2025 Q4	$8.24M	Buy	164,055 +24,182	+17%	+$1.22M	0.1%	152
2025 Q3	$7.02M	Buy	139,873 +10,361	+8%	+$520K	0.09%	155
2025 Q2	$6.48M	Sell	129,512 -29,583	-19%	-$1.48M	0.09%	165
2025 Q1	$7.97M	Buy	159,095 +32,608	+26%	+$1.63M	0.09%	165
2024 Q4	$6.32M	Buy	126,487 +11,437	+10%	+$573K	0.09%	156
2024 Q3	$5.78M	Buy	115,050 +16,254	+16%	+$816K	0.08%	167
2024 Q2	$4.93M	Buy	+98,796	New	+$4.94M	0.07%	184

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 $134M 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

Prime Capital Investment Advisors's FLDR Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 44% in Q1 2026, selling an estimated $3.59M and leaving 92,599 shares worth $4.63M. The position accounts for 0.05% of the portfolio, ranked #232.

Prime Capital Investment Advisors first reported a position in FLDR in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.24M in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Prime Capital Investment Advisors held 92,599 shares of Fidelity Low Duration Bond Factor ETF worth $4.63M as of Q1 2026.
Prime Capital Investment Advisors sold 71,456 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $3.59M.
Fidelity Low Duration Bond Factor ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #232 holding.
Prime Capital Investment Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2024 and has held it in 8 quarters since.
Prime Capital Investment Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $8.24M in Q4 2025.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.