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WealthTrust Axiom’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

WealthTrust Axiom’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 		$8.84M Buy
176,586
+18,185
+11% +$914K 2.17% 9
2025
Q4 		$7.96M Buy
158,401
+33,401
+27% +$1.68M 2.05% 9
2025
Q3 		$6.28M Buy
125,000
+62,650
+100% +$3.15M 1.68% 11
2025
Q2 		$3.12M Buy
62,350
+27,964
+81% +$1.4M 0.92% 29
2025
Q1 		$1.72M Buy
+34,386
New +$1.72M 0.52% 45

Other funds holding FLDR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

WealthTrust Axiom's FLDR Position: Q1 2026 in Review

WealthTrust Axiom increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 11% in Q1 2026, buying an estimated $914K and bringing the position to 176,586 shares worth $8.84M. The position accounts for 2.17% of the portfolio, ranked #9.

WealthTrust Axiom first reported a position in FLDR in Q1 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold FLDR as of Q1 2026.

  • WealthTrust Axiom held 176,586 shares of Fidelity Low Duration Bond Factor ETF worth $8.84M as of Q1 2026.
  • WealthTrust Axiom bought 18,185 Fidelity Low Duration Bond Factor ETF shares in Q1 2026, an estimated $914K.
  • Fidelity Low Duration Bond Factor ETF made up 2.17% of WealthTrust Axiom's portfolio in Q1 2026, its #9 holding.
  • WealthTrust Axiom first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.