Seed Wealth Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Seed Wealth 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
2026 Q1	$435K	Hold	8,700	–	–	0.3%	54
2025 Q4	$437K	Hold	8,700	–	–	0.3%	51
2025 Q3	$437K	Hold	8,700	–	–	0.3%	61
2025 Q2	$436K	Hold	8,700	–	–	0.32%	81
2025 Q1	$436K	Hold	8,700	–	–	0.36%	74
2024 Q4	$434K	Hold	8,700	–	–	0.35%	73
2024 Q3	$437K	Hold	8,700	–	–	0.35%	71
2024 Q2	$434K	Hold	8,700	–	–	0.38%	69
2024 Q1	$434K	Hold	8,700	–	–	0.42%	63
2023 Q4	$434K	Sell	8,700 -4,300	-33%	-$214K	0.44%	58
2023 Q3	$644K	Hold	13,000	–	–	0.72%	36
2023 Q2	$647K	Hold	13,000	–	–	0.69%	38
2023 Q1	$645K	Hold	13,000	–	–	0.73%	33
2022 Q4	$643K	Buy	+13,000	New	+$642K	0.74%	32

Other funds holding FLDR

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

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

Athena Wealth Management Reno, Nevada $122M AUM

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

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

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

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