WA
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WPG Advisers’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

WPG Advisers’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 		$62.3K Sell
1,243
-258
-17% -$12.9K 0.04% 261
2026
Q1 		$75.1K Sell
1,501
-1,793
-54% -$90.1K 0.06% 193
2025
Q4 		$165K Buy
+3,294
New +$166K 0.12% 108

Other funds holding FLDR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
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
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

WPG Advisers's FLDR Position: Q2 2026 in Review

WPG Advisers reduced its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 17% in Q2 2026, selling an estimated $12.9K and leaving 1,243 shares worth $62.3K. The position accounts for 0.04% of the portfolio, ranked #261.

WPG Advisers first reported a position in FLDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $165K in Q4 2025. 120 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • WPG Advisers held 1,243 shares of Fidelity Low Duration Bond Factor ETF worth $62.3K as of Q2 2026.
  • WPG Advisers sold 258 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $12.9K.
  • Fidelity Low Duration Bond Factor ETF made up 0.04% of WPG Advisers's portfolio in Q2 2026, its #261 holding.
  • WPG Advisers first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • WPG Advisers's Fidelity Low Duration Bond Factor ETF position peaked at $165K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.