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 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $122M AUM

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

AWM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sowell Financial Services's FLDR Position: Q1 2026 in Review

Sowell Financial Services increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 157% in Q1 2026, buying an estimated $4.56M and bringing the position to 148,563 shares worth $7.44M. The position accounts for 0.28% of the portfolio, ranked #71.

Sowell Financial Services first reported a position in FLDR in Q3 2022 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Sowell Financial Services held 148,563 shares of Fidelity Low Duration Bond Factor ETF worth $7.44M as of Q1 2026.
Sowell Financial Services bought 90,698 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $4.56M.
Fidelity Low Duration Bond Factor ETF made up 0.28% of Sowell Financial Services's portfolio in Q1 2026, its #71 holding.
Sowell Financial Services first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2022 and has held it in 4 quarters since.
124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.