Virtus Wealth Solutions’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Virtus Wealth Solutions’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	$403K	Buy	8,038 +74	+0.9%	+$3.71K	0.05%	40
2026 Q1	$399K	Sell	7,964 -5,209	-40%	-$262K	0.08%	45
2025 Q4	$662K	Buy	13,173 +359	+3%	+$18.1K	0.13%	38
2025 Q3	$643K	Sell	12,814 -152	-1%	-$7.63K	0.12%	35
2025 Q2	$649K	Buy	12,966 +6,937	+115%	+$347K	0.13%	35
2025 Q1	$302K	Sell	6,029 -429	-7%	-$21.5K	0.09%	34
2024 Q4	$322K	Buy	+6,458	New	+$324K	0.08%	39

Other funds holding FLDR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AWM

Athena Wealth Management Reno, Nevada $134M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Virtus Wealth Solutions's FLDR Position: Q2 2026 in Review

Virtus Wealth Solutions increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.93% in Q2 2026, buying an estimated $3.71K and bringing the position to 8,038 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #40.

Virtus Wealth Solutions first reported a position in FLDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q4 2025. 121 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Virtus Wealth Solutions held 8,038 shares of Fidelity Low Duration Bond Factor ETF worth $403K as of Q2 2026.
Virtus Wealth Solutions bought 74 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $3.71K.
Fidelity Low Duration Bond Factor ETF made up 0.05% of Virtus Wealth Solutions's portfolio in Q2 2026, its #40 holding.
Virtus Wealth Solutions first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2024 and has held it in 7 quarters since.
Virtus Wealth Solutions's Fidelity Low Duration Bond Factor ETF position peaked at $662K in Q4 2025.
121 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.