Wealth Management Resources’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

Wealth Management Resources’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	$15.2M	Buy	+304,171	New	+$15.3M	4.7%	9

Other funds holding FLDR

Athena Wealth Management Reno, Nevada $134M AUM

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM

Wealth Management Resources's FLDR Position: Q2 2026 in Review

Wealth Management Resources opened a new position in Fidelity Low Duration Bond Factor ETF (FLDR) in Q2 2026: 304,171 shares worth $15.2M. The stake represents 4.7% of the portfolio and ranks #9 among its holdings.

29 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

Wealth Management Resources held 304,171 shares of Fidelity Low Duration Bond Factor ETF worth $15.2M as of Q2 2026.
Fidelity Low Duration Bond Factor ETF was a new Wealth Management Resources position in Q2 2026.
Fidelity Low Duration Bond Factor ETF made up 4.7% of Wealth Management Resources's portfolio in Q2 2026, its #9 holding.
29 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.