Steward Partners Investment Advisory
FLDR icon

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
Q2 		$99K Sell
1,975
-250
-11% -$12.5K ﹤0.01% 2591
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
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

Steward Partners Investment Advisory's FLDR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 11% in Q2 2026, selling an estimated $12.5K and leaving 1,975 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #2591.

Steward Partners Investment Advisory first reported a position in FLDR in Q3 2021 and has held it in 20 quarters since. The position peaked at $456K in Q1 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Steward Partners Investment Advisory held 1,975 shares of Fidelity Low Duration Bond Factor ETF worth $99K as of Q2 2026.
  • Steward Partners Investment Advisory sold 250 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $12.5K.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2591 holding.
  • Steward Partners Investment Advisory first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's Fidelity Low Duration Bond Factor ETF position peaked at $456K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.