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 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 $2.3T 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

Root Financial Partners's FLDR Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026, closing a stake of 222 shares — an estimated $11.1K sold.

Root Financial Partners first reported a position in FLDR in Q3 2025 and held it in 3 quarters. The position peaked at $21.2K in Q4 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Root Financial Partners reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 222 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $11.1K.
Root Financial Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Fidelity Low Duration Bond Factor ETF position peaked at $21.2K in Q4 2025.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.