Sowell Financial Services’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Sowell Financial Services’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 Q3	$8.8M	Sell	176,817 -8,594	-5%	-$430K	0.24%	84
2026 Q2	$9.29M	Buy	185,411 +36,848	+25%	+$1.85M	0.3%	67
2026 Q1	$7.44M	Buy	148,563 +90,698	+157%	+$4.56M	0.28%	71
2025 Q4	$2.91M	Buy	+57,865	New	+$2.91M	0.11%	199
2023 Q2	–	Sell	-4,596	Closed	-$228K	–	644
2023 Q1	$228K	Buy	+4,596	New	+$229K	0.02%	658
2022 Q4	–	Sell	-12,367	Closed	-$612K	–	530
2022 Q3	$612K	Buy	+12,367	New	+$614K	0.06%	295

Other funds holding FLDR

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Sowell Financial Services's FLDR Position: Q3 2026 in Review

Sowell Financial Services reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 4.6% in Q3 2026, selling an estimated $430K and leaving 176,817 shares worth $8.8M. The position accounts for 0.24% of the portfolio, ranked #84.

Sowell Financial Services first reported a position in FLDR in Q3 2022 and has held it in 6 quarters since. The position peaked at $9.29M in Q2 2026. 32 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

Sowell Financial Services held 176,817 shares of Fidelity Low Duration Bond Factor ETF worth $8.8M as of Q3 2026.
Sowell Financial Services sold 8,594 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $430K.
Fidelity Low Duration Bond Factor ETF made up 0.24% of Sowell Financial Services's portfolio in Q3 2026, its #84 holding.
Sowell Financial Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2022 and has held it in 6 quarters since.
Sowell Financial Services's Fidelity Low Duration Bond Factor ETF position peaked at $9.29M in Q2 2026.
32 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.