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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $122M AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Root Financial Partners's FLDR Position: Q1 2026 in Review

Root Financial Partners reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 47% in Q1 2026, selling an estimated $10.1K and leaving 222 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Root Financial Partners first reported a position in FLDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.2K in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Root Financial Partners held 222 shares of Fidelity Low Duration Bond Factor ETF worth $11.1K as of Q1 2026.
Root Financial Partners sold 200 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $10.1K.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1635 holding.
Root Financial Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Fidelity Low Duration Bond Factor ETF position peaked at $21.2K in Q4 2025.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.