RCS Financial Planning
FLDR icon

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

RCS Financial Planning’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
Q3 		$4.28M Sell
85,798
-39,332
-31% -$1.97M 2.32% 12
2026
Q2 		$6.29M Buy
125,130
+2,225
+2% +$112K 2.98% 9
2026
Q1 		$6.17M Buy
122,905
+1,713
+1% +$86.1K 3.2% 8
2025
Q4 		$6.11M Buy
121,192
+9,116
+8% +$459K 2.63% 9
2025
Q3 		$5.65M Buy
112,076
+12,102
+12% +$608K 2.5% 10
2025
Q2 		$5.03M Sell
99,974
-152
-0.2% -$7.6K 2.5% 10
2025
Q1 		$5.04M Buy
100,126
+3,075
+3% +$154K 2.66% 10
2024
Q4 		$4.87M Buy
+97,051
New +$4.86M 2.59% 10

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Athena Wealth Management
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $429M AUM 35.79% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

RCS Financial Planning's FLDR Position: Q3 2026 in Review

RCS Financial Planning reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 31% in Q3 2026, selling an estimated $1.97M and leaving 85,798 shares worth $4.28M. The position accounts for 2.32% of the portfolio, ranked #12.

RCS Financial Planning first reported a position in FLDR in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.29M in Q2 2026. 82 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

  • RCS Financial Planning held 85,798 shares of Fidelity Low Duration Bond Factor ETF worth $4.28M as of Q3 2026.
  • RCS Financial Planning sold 39,332 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $1.97M.
  • Fidelity Low Duration Bond Factor ETF made up 2.32% of RCS Financial Planning's portfolio in Q3 2026, its #12 holding.
  • RCS Financial Planning first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • RCS Financial Planning's Fidelity Low Duration Bond Factor ETF position peaked at $6.29M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.