Southland Equity Partners’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Southland Equity Partners’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	$394K	Buy	7,866 +764	+11%	+$38.3K	0.07%	204
2026 Q1	$355K	Sell	7,102 -303	-4%	-$15.2K	0.07%	189
2025 Q4	$372K	Buy	7,405 +2,932	+66%	+$148K	0.07%	181
2025 Q3	$225K	Buy	+4,473	New	+$225K	0.05%	224

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

Southland Equity Partners's FLDR Position: Q2 2026 in Review

Southland Equity Partners increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 11% in Q2 2026, buying an estimated $38.3K and bringing the position to 7,866 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #204.

Southland Equity Partners first reported a position in FLDR in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Southland Equity Partners held 7,866 shares of Fidelity Low Duration Bond Factor ETF worth $394K as of Q2 2026.
Southland Equity Partners bought 764 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $38.3K.
Fidelity Low Duration Bond Factor ETF made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #204 holding.
Southland Equity Partners first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 4 quarters since.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.