Sequoia Financial Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Sequoia Financial Advisors’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	$330K	Hold	6,580	–	–	﹤0.01%	1609
2026 Q1	$329K	Hold	6,580	–	–	﹤0.01%	1515
2025 Q4	$331K	Sell	6,580 -1,000	-13%	-$50.3K	﹤0.01%	1509
2025 Q3	$381K	Sell	7,580 -12,750	-63%	-$640K	﹤0.01%	1262
2025 Q2	$1.02M	Sell	20,330 -10,100	-33%	-$505K	0.01%	679
2025 Q1	$1.53M	Buy	+30,430	New	+$1.52M	0.01%	498

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

Sequoia Financial Advisors's FLDR Position: Q2 2026 in Review

Sequoia Financial Advisors held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q2 2026 at 6,580 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Sequoia Financial Advisors first reported a position in FLDR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2025. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Sequoia Financial Advisors held 6,580 shares of Fidelity Low Duration Bond Factor ETF worth $330K as of Q2 2026.
Sequoia Financial Advisors left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q2 2026.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1609 holding.
Sequoia Financial Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $1.53M in Q1 2025.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.