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 Q2	$9.28M	Buy	185,258 +8,672	+5%	+$435K	2.07%	10
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

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 $139M AUM 20.91% 1-Year Est. Return

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

WealthTrust Axiom's FLDR Position: Q2 2026 in Review

WealthTrust Axiom increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 4.9% in Q2 2026, buying an estimated $435K and bringing the position to 185,258 shares worth $9.28M. The position accounts for 2.07% of the portfolio, ranked #10.

WealthTrust Axiom first reported a position in FLDR in Q1 2025 and has held it in 6 quarters since. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

WealthTrust Axiom held 185,258 shares of Fidelity Low Duration Bond Factor ETF worth $9.28M as of Q2 2026.
WealthTrust Axiom bought 8,672 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $435K.
Fidelity Low Duration Bond Factor ETF made up 2.07% of WealthTrust Axiom's portfolio in Q2 2026, its #10 holding.
WealthTrust Axiom first reported a position in Fidelity Low Duration Bond Factor ETF in Q1 2025 and has held it in 6 quarters since.
120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.