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Spectrum Wealth Counsel’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		– Sell
-97
Closed -$4.85K – 379
2024
Q4 		$4.85K Sell
97
-300
-76% -$15K ﹤0.01% 259
2024
Q3 		$19.9K Buy
+397
New +$19.9K ﹤0.01% 218

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Spectrum Wealth Counsel's FLDR Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2025, closing a stake of 97 shares — an estimated $4.85K sold.

Spectrum Wealth Counsel first reported a position in FLDR in Q3 2024 and held it in 2 quarters. The position peaked at $19.9K in Q3 2024. 84 funds tracked by Wall St. Rank hold FLDR as of Q1 2025.

  • Spectrum Wealth Counsel reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 97 Fidelity Low Duration Bond Factor ETF shares in Q1 2025, an estimated $4.85K.
  • Spectrum Wealth Counsel first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2024 and held it in 2 quarters.
  • Spectrum Wealth Counsel's Fidelity Low Duration Bond Factor ETF position peaked at $19.9K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.