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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

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0.00 (0.00%)
(As of 11/1/2024 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)
38
Total
Institutional Inflows
(last 12 months)
$54.03M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$25.11M
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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
11/2/2024Mach 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%
8/22/2024Cetera Investment Advisers25,502$1.27M0.0%-20.9%0.293%
8/16/2024Susquehanna International Group LLP111,187$5.55M0.0%N/A1.278%
8/13/2024AE Wealth Management LLC144,895$7.23M0.1%+14.5%1.665%
8/9/2024Brown Brothers Harriman & Co.600$30K0.0%N/A0.007%
8/9/2024Prime Capital Investment Advisors LLC98,796$4.93M0.1%N/A1.136%
8/8/2024Envestnet Asset Management Inc.71,854$3.59M0.0%-42.7%0.826%
8/2/2024Birchcreek 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%
7/29/2024Kraft Davis & Associates LLC53,295$2.68M0.8%-2.2%0.613%
7/27/2024 Strategic Blueprint LLC5,409$270K0.0%+6.4%0.062%
7/26/2024Harbour 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%
5/24/2024Cetera Investment Advisers32,243$1.61M0.0%+174.5%0.371%
5/22/2024 Cedar Point Capital Partners LLC96,109$4.80M3.6%+2.9%1.105%
5/16/2024Sugar Maple Asset Management LLC8,496$425K0.4%N/A0.098%
5/16/2024Kraft 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%
5/9/2024Planning 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%
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2/9/2024Advisory Services Network LLC8,850$442K0.0%-30.9%0.212%
2/9/2024Wells Fargo & Company MN281,014$14.02M0.0%+118.4%6.723%
2/9/2024 Gladstone Institutional Advisory LLC5,555$277K0.0%N/A0.133%
2/9/2024UBS Group AG290,096$14.47M0.0%-33.2%6.940%
2/8/2024Main 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%
2/5/2024Birchcreek 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%
1/31/2024Planning Directions Inc.31,681$1.58M1.1%N/A0.758%
1/31/2024Kraft 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%
1/24/2024Seed Wealth Management Inc.8,700$434K0.4%-33.1%0.208%
1/22/2024Glass 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%
1/17/2024Kingdom 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%
11/15/2023Seldon Capital LP8,075$400K0.3%N/A0.193%
11/13/2023Kestra Advisory Services LLC21,678$1.07M0.0%N/A0.519%
11/9/2023UBS Group AG433,959$21.50M0.0%-17.1%10.382%
11/8/2023HighTower Advisors LLC20,211$1.00M0.0%N/A0.484%
11/7/2023Glass 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%
10/24/2023Birchcreek 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%
10/16/2023Kraft Davis & Associates LLC130,812$6.47M2.4%-1.4%3.129%
10/16/2023Kingdom Financial Group LLC.4,641$230K0.2%N/A0.111%
10/11/2023AE Wealth Management LLC101,224$5.02M0.0%+12.0%2.422%
10/10/2023Wealth Alliance Advisory Group LLC10,260$508K0.2%N/A0.245%
8/10/2023Osaic 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%
8/4/2023Envestnet Asset Management Inc.57,074$2.84M0.0%+433.0%1.365%
8/3/2023New Millennium Group LLC1,651$82K0.1%-38.9%0.039%
7/31/2023LPL 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%
7/26/2023Glass 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%
7/14/2023 Alhambra Investment Partners LLC4,530$226K0.1%-13.4%0.108%
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7/13/2023 Secure Asset Management LLC84,561$4.21M1.3%+65.9%2.023%
7/13/2023 Cambridge Investment Research Advisors Inc.7,947$396K0.0%+14.4%0.190%
7/10/2023AE Wealth Management LLC90,403$4.50M0.0%+19.0%2.163%
7/6/2023 Capital Market Strategies LLC7,395$368K0.3%N/A0.177%
5/11/2023Colonial Trust Co SC2,000$99K0.0%-38.9%0.048%
5/11/2023Envestnet Asset Management Inc.10,708$532K0.0%+14.2%0.256%
5/11/2023Commonwealth Equity Services LLC159,483$7.92M0.0%+13.6%3.815%
5/5/2023Capital Analysts LLC1,578$78K0.0%N/A0.038%
5/3/2023Axxcess Wealth Management LLC6,196$308K0.0%-3.2%0.148%
4/28/2023New Millennium Group LLC2,704$134K0.1%-15.8%0.065%
(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, 66 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 52 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 ($158.90K), Wells Fargo & Company MN ($152.34K), Cedar Point Capital Partners LLC ($142.64K), Susquehanna International Group LLP ($111.19K), Secure Asset Management LLC ($99.17K), and Prime Capital Investment Advisors LLC ($98.80K).

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

Institutional investors have bought a total of 1,710,381 shares in the last 24 months. This purchase volume represents approximately $85.19M in transactions.

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

Of the 30 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 ($299.07K), Lumature Wealth Partners LLC ($170.20K), Secure Asset Management LLC ($82.91K), Kraft Davis & Associates LLC ($79.35K), Envestnet Asset Management Inc. ($53.45K), Commonwealth Equity Services LLC ($45.41K), and AE Wealth Management LLC ($27.36K).

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

Institutional investors have sold a total of 842,474 shares in the last 24 months. This volume of shares sold represents approximately $41.89M in transactions.


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This page (BATS:FLDR) was last updated on 11/2/2024 by MarketBeat.com Staff
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