Secure Asset Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Secure Asset Management’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 Q1	–	Sell	-18,627	Closed	-$930K	–	329
2024 Q4	$930K	Buy	18,627 +56	+0.3%	+$2.81K	0.14%	136
2024 Q3	$932K	Sell	18,571 -82,224	-82%	-$4.13M	0.16%	137
2024 Q2	$5.03M	Buy	100,795 +13,345	+15%	+$667K	0.95%	16
2024 Q1	$4.37M	Buy	87,450 +2,307	+3%	+$115K	1.03%	13
2023 Q4	$4.25M	Buy	85,143 +1,265	+2%	+$62.9K	1.14%	12
2023 Q3	$4.16M	Sell	83,878 -683	-0.8%	-$34K	1.24%	14
2023 Q2	$4.21M	Buy	84,561 +33,577	+66%	+$1.67M	1.28%	11
2023 Q1	$2.53M	Buy	50,984 +4,923	+11%	+$245K	0.84%	25
2022 Q4	$2.28M	Buy	+46,061	New	+$2.28M	0.82%	24

Other funds holding FLDR

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Secure Asset Management's FLDR Position: Q1 2025 in Review

Secure Asset Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2025, closing a stake of 18,627 shares — an estimated $930K sold.

Secure Asset Management first reported a position in FLDR in Q4 2022 and held it in 9 quarters. The position peaked at $5.03M in Q2 2024. 84 funds tracked by Wall St. Rank hold FLDR as of Q1 2025.

Secure Asset Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2025 after selling out during the quarter.
Secure Asset Management sold 18,627 Fidelity Low Duration Bond Factor ETF shares in Q1 2025, an estimated $930K.
Secure Asset Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2022 and held it in 9 quarters.
Secure Asset Management's Fidelity Low Duration Bond Factor ETF position peaked at $5.03M in Q2 2024.
84 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.