Wealth Management Resources
FLDR icon

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
Q3 		$15.9M Buy
319,392
+15,221
+5% +$762K 4.91% 9
2026
Q2 		$15.2M Buy
+304,171
New +$15.3M 4.7% 9

Other funds holding FLDR

Athena Wealth Management
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
RCS Financial Planning
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Flavin Financial Services
Flavin Financial Services Melbourne, Florida $185M AUM 12.21% 1-Year Est. Return
TradeWell Securities
TradeWell Securities Fort Wayne, Indiana $296M AUM 22% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Wealth Management Resources's FLDR Position: Q3 2026 in Review

Wealth Management Resources increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 5% in Q3 2026, buying an estimated $762K and bringing the position to 319,392 shares worth $15.9M. The position accounts for 4.91% of the portfolio, ranked #9.

Wealth Management Resources first reported a position in FLDR in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold FLDR as of Q3 2026.

  • Wealth Management Resources held 319,392 shares of Fidelity Low Duration Bond Factor ETF worth $15.9M as of Q3 2026.
  • Wealth Management Resources bought 15,221 Fidelity Low Duration Bond Factor ETF shares in Q3 2026, an estimated $762K.
  • Fidelity Low Duration Bond Factor ETF made up 4.91% of Wealth Management Resources's portfolio in Q3 2026, its #9 holding.
  • Wealth Management Resources first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q3 2026.

Based on Wealth Management Resources's 13F filing for Q3 2026, filed 21 Oct 2026.