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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.09 +0.04 (+0.07%)
(As of 12/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for Fidelity Low Duration Bond Factor ETF (BATS:FLDR)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$57.71M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$21.81M
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FLDR Institutional Buying and Selling by Quarter

Fidelity Low Duration Bond Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC67,752$3.40M0.3%+63.8%0.779%
11/15/2024 MML Investors Services LLC32,678$1.64M0.0%+4.4%0.376%
11/15/2024 HighTower Advisors LLC46,058$2.31M0.0%+8.7%0.529%
11/14/2024 Flow Traders U.S. LLC10,934$549K0.0%N/A0.126%
11/12/2024 Smithfield Trust Co12,634$635K0.0%N/A0.145%
11/8/2024 Kraft Davis & Associates LLC34,180$1.71M0.5%-35.9%0.393%
11/8/2024 Lowery Thomas LLC48,636$2.44M1.7%N/A0.559%
11/7/2024 Planning Directions Inc.79,796$4.01M2.4%+2.7%0.917%
11/7/2024 Sugar Maple Asset Management LLC9,795$492K0.4%+15.3%0.113%
11/5/2024 Prime Capital Investment Advisors LLC115,050$5.78M0.1%+16.5%1.322%
11/5/2024 Harbour Investments Inc.9,978$501K0.0%-24.5%0.115%
11/2/2024 Mach 1 Financial Group LLC8,187$411K0.3%N/A0.094%
10/31/2024 Family Asset Management LLC24,678$1.24M0.7%N/A0.284%
10/29/2024 Cedar Point Capital Partners LLC142,644$7.16M4.9%+4.7%1.640%
10/23/2024 Great Lakes Retirement Inc.45,617$2.30M0.3%N/A0.524%
10/22/2024 Private Advisor Group LLC4,607$231K0.0%-12.2%0.053%
10/21/2024 Foundations Investment Advisors LLC14,817$744K0.0%N/A0.170%
10/21/2024 Genesee Capital Advisors LLC17,279$868K0.4%+18.3%0.199%
10/16/2024 Secure Asset Management LLC18,571$932K0.2%-81.6%0.213%
10/7/2024 Lakeridge Wealth Management LLC4,270$214K0.1%N/A0.049%
10/2/2024 First Community Trust NA2,274$114K0.1%N/A0.026%
8/22/2024 Cetera Investment Advisers25,502$1.27M0.0%-20.9%0.293%
8/16/2024 Susquehanna International Group LLP111,187$5.55M0.0%N/A1.278%
8/13/2024 AE Wealth Management LLC144,895$7.23M0.1%+14.5%1.665%
8/9/2024 Brown Brothers Harriman & Co.600$30K0.0%N/A0.007%
8/9/2024 Prime Capital Investment Advisors LLC98,796$4.93M0.1%N/A1.136%
8/8/2024 Envestnet Asset Management Inc.71,854$3.59M0.0%-42.7%0.826%
8/2/2024 Birchcreek Wealth Management LLC13,973$697K0.4%+60.5%0.161%
8/1/2024 Guidance Capital Inc.9,511$476K0.2%N/A0.109%
8/1/2024 Ritholtz Wealth Management5,524$276K0.0%N/A0.063%
7/31/2024Commonwealth Equity Services LLC264,191$13.19M0.0%+46.9%3.037%
7/29/2024 Kraft Davis & Associates LLC53,295$2.68M0.8%-2.2%0.613%
7/27/2024 Strategic Blueprint LLC5,409$270K0.0%+6.4%0.062%
7/26/2024 Harbour Investments Inc.13,223$660K0.0%-43.3%0.152%
7/26/2024 Cambridge Investment Research Advisors Inc.60,350$3.01M0.0%+68.3%0.694%
7/25/2024 RFP Financial Group LLC3,856$192K0.1%-87.2%0.044%
7/24/2024 Secure Asset Management LLC100,795$5.03M1.0%+15.3%1.159%
7/24/2024 MN Wealth Advisors LLC4,037$202K0.1%N/A0.046%
7/16/2024 Cedar Point Capital Partners LLC136,291$6.80M5.1%+41.8%1.567%
5/24/2024 Cetera Investment Advisers32,243$1.61M0.0%+174.5%0.371%
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5/22/2024 Cedar Point Capital Partners LLC96,109$4.80M3.6%+2.9%1.105%
5/16/2024 Sugar Maple Asset Management LLC8,496$425K0.4%N/A0.098%
5/16/2024 Kraft Davis & Associates LLC54,515$2.72M0.8%-51.5%0.627%
5/9/2024 RFP Financial Group LLC30,071$1.50M0.6%N/A0.346%
5/9/2024 Planning Directions Inc.61,439$3.07M2.1%+93.9%0.706%
5/6/2024 Envestnet Portfolio Solutions Inc.4,865$243K0.0%-8.6%0.055%
4/29/2024Commonwealth Equity Services LLC179,804$8.99M0.0%+17.2%2.020%
4/26/2024 Acute Investment Advisory LLC240,623$12.02M8.1%+1.7%2.704%
4/25/2024 Cambridge Investment Research Advisors Inc.35,856$1.79M0.0%+99.6%0.403%
4/23/2024 Genesee Capital Advisors LLC14,407$720K0.4%+1.8%0.162%
4/15/2024 Brookstone Capital Management17,805$890K0.0%-5.6%0.426%
2/9/2024 Advisory Services Network LLC8,850$442K0.0%-30.9%0.212%
2/9/2024 Wells Fargo & Company MN281,014$14.02M0.0%+118.4%6.723%
2/9/2024 Gladstone Institutional Advisory LLC5,555$277K0.0%N/A0.133%
2/9/2024 UBS Group AG290,096$14.47M0.0%-33.2%6.940%
2/8/2024 Main Street Financial Solutions LLC7,880$393K0.1%-8.4%0.189%
2/7/2024 Envestnet Portfolio Solutions Inc.5,322$266K0.0%N/A0.127%
2/7/2024 Principal Securities Inc.9,018$450K0.0%N/A0.216%
2/6/2024 Private Advisor Group LLC5,968$298K0.0%+19.4%0.143%
2/5/2024 Birchcreek Wealth Management LLC9,805$489K0.3%-6.2%0.235%
2/3/2024 Cedar Point Capital Partners LLC93,380$4.66M3.9%N/A2.234%
1/31/2024 Planning Directions Inc.31,681$1.58M1.1%N/A0.758%
1/31/2024 Kraft Davis & Associates LLC112,474$5.63M1.7%-14.0%2.691%
1/30/2024 Acute Investment Advisory LLC236,574$11.80M7.0%+2.9%5.660%
1/25/2024 International Assets Investment Management LLC20,207$1.01M0.0%N/A0.483%
1/25/2024 Strategic Blueprint LLC5,111$255K0.0%-6.1%0.122%
1/24/2024 International Assets Investment Management LLC20,207$1.01M0.0%N/A0.483%
1/24/2024 Seed Wealth Management Inc.8,700$434K0.4%-33.1%0.208%
1/22/2024 Glass Jacobson Investment Advisors llc940$47K0.0%-63.9%0.022%
1/22/2024 Secure Asset Management LLC85,143$4.25M1.1%+1.5%2.037%
1/17/2024 Kingdom Financial Group LLC.6,778$338K0.3%+46.0%0.162%
1/16/2024Raymond James Financial Services Advisors Inc.26,978$1.35M0.0%+172.7%0.645%
1/11/2024 Brookstone Capital Management18,860$941K0.0%+4.1%0.451%
11/15/2023 Seldon Capital LP8,075$400K0.3%N/A0.193%
11/13/2023 Kestra Advisory Services LLC21,678$1.07M0.0%N/A0.519%
11/9/2023 UBS Group AG433,959$21.50M0.0%-17.1%10.382%
11/8/2023 HighTower Advisors LLC20,211$1.00M0.0%N/A0.484%
11/7/2023 Glass Jacobson Investment Advisors llc2,606$129K0.1%+32.6%0.062%
10/25/2023 BluePath Capital Management LLC562$28K0.0%N/A0.013%
10/25/2023 Genesee Capital Advisors LLC13,950$691K0.5%-2.7%0.334%
10/24/2023 Acute Investment Advisory LLC229,920$11.39M6.8%N/A5.500%
10/24/2023 Birchcreek Wealth Management LLC10,453$518K0.4%N/A0.250%
10/24/2023 Cambridge Investment Research Advisors Inc.10,345$512K0.0%+30.2%0.247%
10/23/2023Commonwealth Equity Services LLC182,441$9.04M0.0%+3.3%4.365%
10/20/2023 Brookstone Capital Management18,122$897K0.0%N/A0.434%
10/18/2023 Secure Asset Management LLC83,878$4.16M1.2%-0.8%2.007%
10/18/2023 Strategic Blueprint LLC5,442$270K0.0%+6.5%0.130%
10/16/2023 Kraft Davis & Associates LLC130,812$6.47M2.4%-1.4%3.129%
10/16/2023 Kingdom Financial Group LLC.4,641$230K0.2%N/A0.111%
10/11/2023 AE Wealth Management LLC101,224$5.02M0.0%+12.0%2.422%
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10/10/2023Wealth Alliance Advisory Group LLC10,260$508K0.2%N/A0.245%
8/10/2023 Osaic Holdings Inc.139,998$6.98M0.0%+38.2%3.349%
8/10/2023Commonwealth Equity Services LLC176,698$8.80M0.0%+10.8%4.227%
8/4/2023 Envestnet Asset Management Inc.57,074$2.84M0.0%+433.0%1.365%
8/3/2023 New Millennium Group LLC1,651$82K0.1%-38.9%0.039%
7/31/2023 LPL Financial LLC43,289$2.16M0.0%+13.6%1.036%
7/27/2023 J.W. Cole Advisors Inc.4,161$207K0.0%-7.0%0.100%
7/26/2023 Glass Jacobson Investment Advisors llc1,966$98K0.0%N/A0.047%
7/25/2023Raymond James Financial Services Advisors Inc.9,892$493K0.0%-23.0%0.237%
7/17/2023 Genesee Capital Advisors LLC14,339$714K0.5%N/A0.343%
(Data available from 1/1/2016 forward)

FLDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLDR shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Fidelity Low Duration Bond Factor ETF. The most heavily invested institutionals were UBS Group AG ($14.47M), Wells Fargo & Company MN ($14.02M), Commonwealth Equity Services LLC ($13.19M), Acute Investment Advisory LLC ($12.02M), AE Wealth Management LLC ($7.23M), Cedar Point Capital Partners LLC ($7.16M), and Osaic Holdings Inc. ($6.98M).Learn more on FLDR's institutional investors.

Which institutional investors have been buying Fidelity Low Duration Bond Factor ETF stock?

Of the 56 institutional investors that purchased Fidelity Low Duration Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Acute Investment Advisory LLC ($240.62K), Commonwealth Equity Services LLC ($152.81K), Wells Fargo & Company MN ($152.34K), Cedar Point Capital Partners LLC ($142.64K), Prime Capital Investment Advisors LLC ($115.05K), Susquehanna International Group LLP ($111.19K), and Secure Asset Management LLC ($99.17K).

How much institutional buying is happening at Fidelity Low Duration Bond Factor ETF?

Institutional investors have bought a total of 1,814,043 shares in the last 24 months. This purchase volume represents approximately $90.41M in transactions.

Which Fidelity Low Duration Bond Factor ETF major shareholders have been selling company stock?

Of the 29 institutional investors that sold Fidelity Low Duration Bond Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($274.57K), Kraft Davis & Associates LLC ($98.46K), Secure Asset Management LLC ($82.91K), Envestnet Asset Management Inc. ($53.45K), Commonwealth Equity Services LLC ($45.41K), AE Wealth Management LLC ($27.36K), and RFP Financial Group LLC ($26.22K).

How much institutional selling is happening at Fidelity Low Duration Bond Factor ETF?

Institutional investors have sold a total of 675,681 shares in the last 24 months. This volume of shares sold represents approximately $33.66M in transactions.


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This page (BATS:FLDR) was last updated on 12/22/2024 by MarketBeat.com Staff
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