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

TradeWell 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 Q2	$1.81M	Buy	36,024 +2,865	+9%	+$144K	0.64%	24
2026 Q1	$1.66M	Buy	33,159 +2,369	+8%	+$119K	0.7%	22
2025 Q4	$1.55M	Buy	30,790 +3,219	+12%	+$162K	0.6%	24
2025 Q3	$1.39M	Buy	27,571 +5,743	+26%	+$288K	0.58%	23
2025 Q2	$1.09M	Buy	21,828 +204	+0.9%	+$10.2K	0.52%	23
2025 Q1	$1.08M	Buy	21,624 +3,671	+20%	+$184K	0.6%	23
2024 Q4	$896K	Buy	+17,953	New	+$900K	0.46%	23

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AWM

Athena Wealth Management Reno, Nevada $134M AUM

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

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

KAS

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

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

TradeWell Securities's FLDR Position: Q2 2026 in Review

TradeWell Securities increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 8.6% in Q2 2026, buying an estimated $144K and bringing the position to 36,024 shares worth $1.81M. The position accounts for 0.64% of the portfolio, ranked #24.

TradeWell Securities first reported a position in FLDR in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

TradeWell Securities held 36,024 shares of Fidelity Low Duration Bond Factor ETF worth $1.81M as of Q2 2026.
TradeWell Securities bought 2,865 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $144K.
Fidelity Low Duration Bond Factor ETF made up 0.64% of TradeWell Securities's portfolio in Q2 2026, its #24 holding.
TradeWell Securities first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 7 quarters since.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.