Raymond James Financial
FLDR icon

Raymond James Financial’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Raymond James Financial’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 		$43.6M Buy
870,766
+94,323
+12% +$4.74M 0.01% 943
2025
Q4 		$39M Buy
776,443
+158,762
+26% +$7.99M 0.01% 981
2025
Q3 		$31M Buy
617,681
+39,542
+7% +$1.99M 0.01% 1117
2025
Q2 		$28.9M Buy
578,139
+555,788
+2,487% +$27.8M 0.01% 1110
2025
Q1 		$1.12M Buy
22,351
+11,998
+116% +$601K ﹤0.01% 3404
2024
Q4 		$517K Buy
+10,353
New +$519K ﹤0.01% 3889

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Raymond James Financial's FLDR Position: Q1 2026 in Review

Raymond James Financial increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 12% in Q1 2026, buying an estimated $4.74M and bringing the position to 870,766 shares worth $43.6M. The position accounts for 0.01% of the portfolio, ranked #943.

Raymond James Financial first reported a position in FLDR in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Raymond James Financial held 870,766 shares of Fidelity Low Duration Bond Factor ETF worth $43.6M as of Q1 2026.
  • Raymond James Financial bought 94,323 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $4.74M.
  • Fidelity Low Duration Bond Factor ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #943 holding.
  • Raymond James Financial first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.