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Steward Partners Investment Advisory’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Steward Partners Investment Advisory’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 		$111K Sell
2,225
-2,225
-50% -$112K ﹤0.01% 2316
2025
Q4 		$224K Sell
4,450
-2,100
-32% -$106K ﹤0.01% 1877
2025
Q3 		$329K Sell
6,550
-320
-5% -$16.1K ﹤0.01% 1607
2025
Q2 		$344K Sell
6,870
-2,230
-25% -$112K ﹤0.01% 1489
2025
Q1 		$456K Buy
9,100
+200
+2% +$10K ﹤0.01% 1261
2024
Q4 		$444K Buy
8,900
+6,100
+218% +$306K ﹤0.01% 1220
2024
Q3 		$141K Buy
2,800
+1,730
+162% +$86.9K ﹤0.01% 1705
2024
Q2 		$53.4K Hold
1,070
– – ﹤0.01% 2071
2024
Q1 		$53.5K Sell
1,070
-175
-14% -$8.75K ﹤0.01% 2079
2023
Q4 		$62.1K Sell
1,245
-39
-3% -$1.94K ﹤0.01% 1885
2023
Q3 		$63.6K Hold
1,284
– – ﹤0.01% 1794
2023
Q2 		$64K Buy
1,284
+9
+0.7% +$449 ﹤0.01% 1779
2023
Q1 		$63.3K Hold
1,275
– – ﹤0.01% 1772
2022
Q4 		$63.1K Sell
1,275
-96
-7% -$4.74K ﹤0.01% 1741
2022
Q3 		$68K Sell
1,371
-192
-12% -$9.53K ﹤0.01% 1648
2022
Q2 		$77K Sell
1,563
-217
-12% -$10.8K ﹤0.01% 1601
2022
Q1 		$89K Sell
1,780
-331
-16% -$16.7K ﹤0.01% 1650
2021
Q4 		$107K Sell
2,111
-303
-13% -$15.4K ﹤0.01% 1574
2021
Q3 		$123K Buy
+2,414
New +$123K ﹤0.01% 1464

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $122M AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Steward Partners Investment Advisory's FLDR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 50% in Q1 2026, selling an estimated $112K and leaving 2,225 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Steward Partners Investment Advisory first reported a position in FLDR in Q3 2021 and has held it in 19 quarters since. The position peaked at $456K in Q1 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • Steward Partners Investment Advisory held 2,225 shares of Fidelity Low Duration Bond Factor ETF worth $111K as of Q1 2026.
  • Steward Partners Investment Advisory sold 2,225 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $112K.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2316 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's Fidelity Low Duration Bond Factor ETF position peaked at $456K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.