Sugar Maple Asset Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Sugar Maple Asset Management’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	–	Sell	-15,608	Closed	-$784K	–	87
2025 Q4	$784K	Sell	15,608 -1,172	-7%	-$59K	0.53%	37
2025 Q3	$842K	Buy	16,780 +8,119	+94%	+$408K	0.6%	35
2025 Q2	$434K	Buy	8,661 +232	+3%	+$11.6K	0.34%	49
2025 Q1	$422K	Buy	8,429 +16	+0.2%	+$802	0.33%	46
2024 Q4	$420K	Sell	8,413 -1,382	-14%	-$69.3K	0.32%	39
2024 Q3	$492K	Buy	9,795 +1,301	+15%	+$65.3K	0.43%	37
2024 Q2	$424K	Sell	8,494 -2	-0%	-$100	0.41%	35
2024 Q1	$425K	Buy	+8,496	New	+$425K	0.41%	35

Other funds holding FLDR

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $134M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sugar Maple Asset Management's FLDR Position: Q1 2026 in Review

Sugar Maple Asset Management sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026, closing a stake of 15,608 shares — an estimated $784K sold.

Sugar Maple Asset Management first reported a position in FLDR in Q1 2024 and held it in 8 quarters. The position peaked at $842K in Q3 2025. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Sugar Maple Asset Management reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q1 2026 after selling out during the quarter.
Sugar Maple Asset Management sold 15,608 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $784K.
Sugar Maple Asset Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2024 and held it in 8 quarters.
Sugar Maple Asset Management's Fidelity Low Duration Bond Factor ETF position peaked at $842K in Q3 2025.
125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.