Prospera Financial Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Prospera Financial Services’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	–	Sell	-6,795	Closed	-$340K	–	1489
2026 Q1	$340K	Sell	6,795 -591	-8%	-$29.7K	0.01%	1163
2025 Q4	$371K	Sell	7,386 -47	-0.6%	-$2.37K	0.01%	1056
2025 Q3	$373K	Buy	+7,433	New	+$373K	0.01%	1069
2021 Q1	–	Sell	-4,000	Closed	-$204K	–	755
2020 Q4	$204K	Buy	+4,000	New	+$204K	0.01%	639
2020 Q3	–	Sell	-4,000	Closed	-$204K	–	1637
2020 Q2	$204K	Buy	+4,000	New	+$201K	0.02%	534
2020 Q1	–	Sell	-4,923	Closed	-$249K	–	555
2019 Q4	$249K	Buy	4,923 +5	+0.1%	+$254	0.02%	519
2019 Q3	$249K	Buy	4,918 +6	+0.1%	+$304	0.03%	471
2019 Q2	$248K	Sell	4,912 -93	-2%	-$4.69K	0.03%	447
2019 Q1	$252K	Buy	5,005 +5	+0.1%	+$251	0.08%	267
2018 Q4	$249K	Buy	+5,000	New	+$250K	0.05%	325

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

Prospera Financial Services's FLDR Position: Q2 2026 in Review

Prospera Financial Services sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026, closing a stake of 6,795 shares — an estimated $340K sold.

Prospera Financial Services first reported a position in FLDR in Q4 2018 and held it in 10 quarters. The position peaked at $373K in Q3 2025. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Prospera Financial Services reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2026 after selling out during the quarter.
Prospera Financial Services sold 6,795 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $340K.
Prospera Financial Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2018 and held it in 10 quarters.
Prospera Financial Services's Fidelity Low Duration Bond Factor ETF position peaked at $373K in Q3 2025.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.