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TS Financial Group (TSFG)’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

TS Financial Group (TSFG)’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 		– Sell
-77
Closed -$4K – 875
2026
Q1 		$4K Sell
77
-22
-22% -$1.11K ﹤0.01% 686
2025
Q4 		$5K Buy
99
+2
+2% +$101 ﹤0.01% 656
2025
Q3 		$5K Buy
+97
New +$4.87K ﹤0.01% 655

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
AWM
Athena Wealth Management Reno, Nevada $134M AUM
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
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

TS Financial Group (TSFG)'s FLDR Position: Q2 2026 in Review

TS Financial Group (TSFG) sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026, closing a stake of 77 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in FLDR in Q3 2025 and held it in 3 quarters. The position peaked at $5K in Q4 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • TS Financial Group (TSFG) reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q2 2026 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 77 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $4K.
  • TS Financial Group (TSFG) first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and held it in 3 quarters.
  • TS Financial Group (TSFG)'s Fidelity Low Duration Bond Factor ETF position peaked at $5K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.