RA
FLDR icon

Riverstone Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Riverstone Advisors’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
2025
Q3 		– Sell
-4,700
Closed -$235K – 63
2025
Q2 		$235K Buy
4,700
+700
+18% +$35K 0.13% 56
2025
Q1 		$200K Buy
+4,000
New +$200K 0.12% 57

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Riverstone Advisors's FLDR Position: Q3 2025 in Review

Riverstone Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2025, closing a stake of 4,700 shares — an estimated $235K sold.

Riverstone Advisors first reported a position in FLDR in Q1 2025 and held it in 2 quarters. The position peaked at $235K in Q2 2025. 108 funds tracked by Wall St. Rank hold FLDR as of Q3 2025.

  • Riverstone Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Riverstone Advisors sold 4,700 Fidelity Low Duration Bond Factor ETF shares in Q3 2025, an estimated $235K.
  • Riverstone Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and held it in 2 quarters.
  • Riverstone Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $235K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2025.

Based on Riverstone Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.