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 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 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

RCS Financial Planning's FLDR Position: Q2 2026 in Review

RCS Financial Planning increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 1.8% in Q2 2026, buying an estimated $112K and bringing the position to 125,130 shares worth $6.29M. The position accounts for 2.98% of the portfolio, ranked #9.

RCS Financial Planning first reported a position in FLDR in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

RCS Financial Planning held 125,130 shares of Fidelity Low Duration Bond Factor ETF worth $6.29M as of Q2 2026.
RCS Financial Planning bought 2,225 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $112K.
Fidelity Low Duration Bond Factor ETF made up 2.98% of RCS Financial Planning's portfolio in Q2 2026, its #9 holding.
RCS Financial Planning first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.