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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
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

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

RCS Financial Planning's FLDR Position: Q1 2026 in Review

RCS Financial Planning increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.4% in Q1 2026, buying an estimated $86.1K and bringing the position to 122,905 shares worth $6.17M. The position accounts for 3.2% of the portfolio, ranked #8.

RCS Financial Planning 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.

  • RCS Financial Planning held 122,905 shares of Fidelity Low Duration Bond Factor ETF worth $6.17M as of Q1 2026.
  • RCS Financial Planning bought 1,713 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $86.1K.
  • Fidelity Low Duration Bond Factor ETF made up 3.2% of RCS Financial Planning's portfolio in Q1 2026, its #8 holding.
  • RCS Financial Planning 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 RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.