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Principal Securities’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Principal Securities’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 		$699K Buy
13,968
+2,142
+18% +$108K 0.01% 857
2025
Q4 		$594K Sell
11,826
-2,256
-16% -$114K 0.01% 876
2025
Q3 		$707K Buy
14,082
+170
+1% +$8.54K 0.01% 777
2025
Q2 		$697K Buy
13,912
+4,343
+45% +$217K 0.01% 726
2025
Q1 		$478K Hold
9,569
– – 0.01% 794
2024
Q4 		$478K Sell
9,569
-768
-7% -$38.5K 0.01% 790
2024
Q3 		$519K Buy
10,337
+575
+6% +$28.9K 0.01% 746
2024
Q2 		$487K Hold
9,762
– – 0.01% 711
2024
Q1 		$488K Buy
9,762
+744
+8% +$37.2K 0.02% 674
2023
Q4 		$450K Buy
+9,018
New +$448K 0.02% 635

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $122M AUM
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return