Trask Adam Roland’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Trask Adam Roland’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	$1.82M	Buy	+36,444	New	+$1.83M	1.73%	17

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

Trask Adam Roland's FLDR Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q1 2026: 36,444 shares worth $1.82M. The stake represents 1.73% of the portfolio and ranks #17 among its holdings.

125 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

Trask Adam Roland held 36,444 shares of Fidelity Low Duration Bond Factor ETF worth $1.82M as of Q1 2026.
Fidelity Low Duration Bond Factor ETF was a new Trask Adam Roland position in Q1 2026.
Fidelity Low Duration Bond Factor ETF made up 1.73% of Trask Adam Roland's portfolio in Q1 2026, its #17 holding.
125 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.