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

Savvy Advisors Inc’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 		$496K Sell
9,900
-4,846
-33% -$244K 0.01% 674
2025
Q4 		$741K Buy
+14,746
New +$742K 0.02% 442

Other funds holding FLDR

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $134M AUM
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Savvy Advisors Inc's FLDR Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 33% in Q1 2026, selling an estimated $244K and leaving 9,900 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #674.

Savvy Advisors Inc first reported a position in FLDR in Q4 2025 and has held it in 2 quarters since. The position peaked at $741K in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Savvy Advisors Inc held 9,900 shares of Fidelity Low Duration Bond Factor ETF worth $496K as of Q1 2026.
  • Savvy Advisors Inc sold 4,846 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $244K.
  • Fidelity Low Duration Bond Factor ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #674 holding.
  • Savvy Advisors Inc first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Fidelity Low Duration Bond Factor ETF position peaked at $741K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.