Root Financial Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Root Financial Partners’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	$4.13K	Buy	+83	New	+$4.16K	﹤0.01%	2293
2026 Q2	–	Sell	-222	Closed	-$11.1K	–	1387
2026 Q1	$11.1K	Sell	222 -200	-47%	-$10.1K	﹤0.01%	1635
2025 Q4	$21.2K	Buy	422 +222	+111%	+$11.2K	﹤0.01%	1155
2025 Q3	$10K	Buy	+200	New	+$10K	﹤0.01%	1447

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Root Financial Partners's FLDR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q3 2026: 83 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #2293 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FLDR as recently as Q1 2026.

Root Financial Partners first reported a position in FLDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.2K in Q4 2025. 94 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

Root Financial Partners held 83 shares of Fidelity Low Duration Bond Factor ETF worth $4.13K as of Q3 2026.
Fidelity Low Duration Bond Factor ETF was a new Root Financial Partners position in Q3 2026.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2293 holding.
Root Financial Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Fidelity Low Duration Bond Factor ETF position peaked at $21.2K in Q4 2025.
94 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.