Sigma Planning Corp’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Sigma Planning Corp’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	$298K	Buy	5,950 +1,080	+22%	+$54.1K	0.01%	1135
2026 Q1	$244K	Buy	4,870 +47	+1%	+$2.36K	0.01%	1139
2025 Q4	$242K	Buy	+4,823	New	+$243K	0.01%	1122

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

Sigma Planning Corp's FLDR Position: Q2 2026 in Review

Sigma Planning Corp increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 22% in Q2 2026, buying an estimated $54.1K and bringing the position to 5,950 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1135.

Sigma Planning Corp first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Sigma Planning Corp held 5,950 shares of Fidelity Low Duration Bond Factor ETF worth $298K as of Q2 2026.
Sigma Planning Corp bought 1,080 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $54.1K.
Fidelity Low Duration Bond Factor ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1135 holding.
Sigma Planning Corp first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.