Sunbelt Securities’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Sunbelt Securities’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	$6.61K	Hold	132	–	–	﹤0.01%	1600
2025 Q4	$6.63K	Sell	132 -29	-18%	-$1.46K	﹤0.01%	1548
2025 Q3	$8.08K	Sell	161 -2	-1%	-$100	﹤0.01%	1495
2025 Q2	$8.14K	Sell	163 -20	-11%	-$1K	﹤0.01%	1349
2025 Q1	$9.17K	Buy	183 +20	+12%	+$1K	﹤0.01%	1296
2024 Q4	$8.14K	Hold	163	–	–	﹤0.01%	1352
2024 Q3	$8.18K	Hold	163	–	–	﹤0.01%	1337
2024 Q2	$8.13K	Sell	163 -45	-22%	-$2.25K	﹤0.01%	1301
2024 Q1	$10.4K	Hold	208	–	–	﹤0.01%	1231
2023 Q4	$10.4K	Hold	208	–	–	﹤0.01%	1158
2023 Q3	$10.3K	Sell	208 -405	-66%	-$20.2K	﹤0.01%	1146
2023 Q2	$30.5K	Buy	613 +30	+5%	+$1.5K	﹤0.01%	908
2023 Q1	$28.9K	Buy	+583	New	+$29K	﹤0.01%	865

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

Sunbelt Securities's FLDR Position: Q1 2026 in Review

Sunbelt Securities held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q1 2026 at 132 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Sunbelt Securities first reported a position in FLDR in Q1 2023 and has held it in 13 quarters since. The position peaked at $30.5K in Q2 2023. 125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Sunbelt Securities held 132 shares of Fidelity Low Duration Bond Factor ETF worth $6.61K as of Q1 2026.
Sunbelt Securities left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q1 2026.
Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1600 holding.
Sunbelt Securities first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Fidelity Low Duration Bond Factor ETF position peaked at $30.5K in Q2 2023.
125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.