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 Q3	$2.05M	Buy	41,255 +5,231	+15%	+$262K	0.69%	24
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

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OmniStar Financial Group Wilmington, North Carolina $230M AUM 17.58% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

TradeWell Securities's FLDR Position: Q3 2026 in Review

TradeWell Securities increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 15% in Q3 2026, buying an estimated $262K and bringing the position to 41,255 shares worth $2.05M. The position accounts for 0.69% of the portfolio, ranked #24.

TradeWell Securities first reported a position in FLDR in Q4 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

TradeWell Securities held 41,255 shares of Fidelity Low Duration Bond Factor ETF worth $2.05M as of Q3 2026.
TradeWell Securities bought 5,231 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $262K.
Fidelity Low Duration Bond Factor ETF made up 0.69% of TradeWell Securities's portfolio in Q3 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 8 quarters since.
49 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.