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Tepp RIA’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Tepp RIA’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
Q2 		– Sell
-8,407
Closed -$421K – 28
2025
Q1 		$421K Buy
+8,407
New +$421K 0.57% 15

Other funds holding FLDR

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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Tepp RIA's FLDR Position: Q2 2025 in Review

Tepp RIA sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2025, closing a stake of 8,407 shares — an estimated $421K sold.

Tepp RIA first reported a position in FLDR in Q1 2025 and held it in 1 quarter. The position peaked at $421K in Q1 2025. 100 funds tracked by Wall St. Rank hold FLDR as of Q2 2025.

  • Tepp RIA reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Tepp RIA sold 8,407 Fidelity Low Duration Bond Factor ETF shares in Q2 2025, an estimated $421K.
  • Tepp RIA first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and held it in 1 quarter.
  • Tepp RIA's Fidelity Low Duration Bond Factor ETF position peaked at $421K in Q1 2025.
  • 100 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2025.

Based on Tepp RIA's 13F filing for Q2 2025, filed 15 Jul 2025.