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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
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

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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $122M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

TS Financial Group (TSFG)'s FLDR Position: Q1 2026 in Review

TS Financial Group (TSFG) reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 22% in Q1 2026, selling an estimated $1.11K and leaving 77 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

TS Financial Group (TSFG) first reported a position in FLDR in Q3 2025 and has held it in 3 quarters since. The position peaked at $5K in Q4 2025. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • TS Financial Group (TSFG) held 77 shares of Fidelity Low Duration Bond Factor ETF worth $4K as of Q1 2026.
  • TS Financial Group (TSFG) sold 22 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $1.11K.
  • Fidelity Low Duration Bond Factor ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #686 holding.
  • TS Financial Group (TSFG) first reported a position in Fidelity Low Duration Bond Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • TS Financial Group (TSFG)'s Fidelity Low Duration Bond Factor ETF position peaked at $5K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.