TCM
FLDR icon

Triumph Capital Management’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Triumph Capital Management’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 		$7.52K Hold
150
– – ﹤0.01% 1235
2026
Q1 		$7.51K Hold
150
– – ﹤0.01% 1191
2025
Q4 		$7.53K Buy
+150
New +$7.55K ﹤0.01% 1158

Other funds holding FLDR

AWM
Athena Wealth Management Reno, Nevada $134M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Triumph Capital Management's FLDR Position: Q2 2026 in Review

Triumph Capital Management held its Fidelity Low Duration Bond Factor ETF (FLDR) position steady in Q2 2026 at 150 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Triumph Capital Management first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.53K in Q4 2025. 29 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • Triumph Capital Management held 150 shares of Fidelity Low Duration Bond Factor ETF worth $7.52K as of Q2 2026.
  • Triumph Capital Management left its Fidelity Low Duration Bond Factor ETF share count unchanged in Q2 2026.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1235 holding.
  • Triumph Capital Management first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Fidelity Low Duration Bond Factor ETF position peaked at $7.53K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.