RWM
FLDR icon

Revisor Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Revisor Wealth Management’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 		$566K Buy
11,286
+2,454
+28% +$123K 0.14% 169
2026
Q1 		$443K Sell
8,832
-26
-0.3% -$1.31K 0.12% 180
2025
Q4 		$445K Buy
+8,858
New +$446K 0.12% 179

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
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

Revisor Wealth Management's FLDR Position: Q2 2026 in Review

Revisor Wealth Management increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 28% in Q2 2026, buying an estimated $123K and bringing the position to 11,286 shares worth $566K. The position accounts for 0.14% of the portfolio, ranked #169.

Revisor Wealth Management first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Revisor Wealth Management held 11,286 shares of Fidelity Low Duration Bond Factor ETF worth $566K as of Q2 2026.
  • Revisor Wealth Management bought 2,454 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $123K.
  • Fidelity Low Duration Bond Factor ETF made up 0.14% of Revisor Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Revisor Wealth Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.