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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$49.94 -0.01 (-0.01%)
Closing price 04/17/2025 03:56 PM Eastern
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$49.94 +0.00 (+0.01%)
As of 04/17/2025 04:05 PM Eastern
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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)
54
Total
Institutional Inflows
(last 12 months)
$90.46M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$16.88M
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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
4/17/2025 Great Lakes Retirement Inc.44,694$2.24M0.3%-4.9%0.288%
4/16/2025 Lakeridge Wealth Management LLC48,030$2.41M1.2%+62.8%0.310%
4/14/2025 Tounjian Advisory Partners LLC16,460$825K0.2%N/A0.106%
4/9/2025 Archer Investment Management LLC147,956$7.42M5.1%+7.7%0.955%
2/17/2025Cetera Investment Advisers28,025$1.40M0.0%-5.9%0.322%
2/17/2025Citadel Advisors LLC56,026$2.80M0.0%+358.8%0.644%
2/17/2025Bank of America Corp DE230,525$11.51M0.0%-3.6%2.650%
2/14/2025Jane Street Group LLC33,749$1.69M0.0%N/A0.388%
2/14/2025MML Investors Services LLC46,318$2.31M0.0%+41.7%0.532%
2/14/2025Mach 1 Financial Group LLC5,565$278K0.5%-32.0%0.064%
2/13/2025Virtus Wealth Solutions LLC6,458$322K0.1%N/A0.074%
2/13/2025Kraft Davis & Associates LLC21,979$1.10M0.3%-35.7%0.253%
2/13/2025Raymond James Financial Inc.10,353$517K0.0%N/A0.119%
2/13/2025Advisory Services Network LLC5,170$258K0.0%-38.5%0.059%
2/13/2025Envestnet Asset Management Inc.34,781$1.74M0.0%-55.2%0.400%
2/13/2025Wells Fargo & Company MN1,121,876$56.02M0.0%+13.0%12.895%
2/12/2025Arete Wealth Advisors LLC69,131$3.45M0.2%+2.0%0.795%
2/11/2025LPL Financial LLC303,315$15.15M0.0%+30.9%3.486%
2/11/2025Absolute Capital Management LLC4,957$248K0.1%N/A0.057%
2/10/2025GWN Securities Inc.4,884$244K0.1%N/A0.056%
2/10/2025Harbour Investments Inc.31,396$1.57M0.0%+214.7%0.361%
2/10/2025Commonwealth Equity Services LLC332,214$16.59M0.0%+35.4%3.819%
2/10/2025Avantax Advisory Services Inc.10,405$520K0.0%N/A0.120%
2/7/2025HighTower Advisors LLC46,914$2.34M0.0%+1.9%0.539%
2/7/2025New England Private Wealth Advisors LLC6,206$310K0.0%N/A0.071%
2/7/2025Independent Advisor Alliance4,106$205K0.0%N/A0.047%
2/7/2025Lowery Thomas LLC65,512$3.27M2.1%+34.7%0.753%
2/6/2025Raymond James Financial Inc.10,353$517K0.0%N/A0.119%
2/6/2025Steward Partners Investment Advisory LLC8,900$444K0.0%+217.9%0.102%
2/6/2025Planning Directions Inc.81,161$4.05M2.4%+1.7%0.933%
1/31/2025Global Retirement Partners LLC2,237$112K0.0%N/A0.026%
1/31/2025Anson Capital Inc.158,601$7.92M6.9%N/A1.823%
1/31/2025J.W. Cole Advisors Inc.5,240$262K0.0%+22.5%0.060%
1/30/2025Principal Securities Inc.9,569$478K0.0%-7.4%0.110%
1/30/2025 Lakeridge Wealth Management LLC29,494$1.47M0.8%+590.7%0.339%
1/29/2025 Great Lakes Retirement Inc.46,988$2.36M0.3%+3.0%0.540%
1/27/2025Elm3 Financial Group LLC11,326$566K0.5%N/A0.130%
1/24/2025Flavin Financial Services Inc.24,250$1.21M1.2%N/A0.279%
1/24/2025 Archer Investment Management LLC137,358$6.86M4.2%N/A1.579%
1/23/2025RCS Financial Planning LLC97,051$4.87M2.6%N/A1.116%
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1/22/2025Genesee Capital Advisors LLC16,866$842K0.4%-2.4%0.194%
1/22/2025Foundations Investment Advisors LLC28,718$1.43M0.0%+93.8%0.330%
1/17/2025Cedar Point Capital Partners LLC150,578$7.52M5.1%+5.6%1.731%
1/16/2025 Sugar Maple Asset Management LLC8,413$420K0.3%-14.1%0.097%
1/15/2025Ameritas Advisory Services LLC11,569$578K0.0%N/A0.133%
12/26/2024JPMorgan Chase & Co.1,572$79K0.0%+42.3%0.018%
11/18/2024Arete Wealth Advisors LLC67,752$3.40M0.3%+63.8%0.779%
11/15/2024MML Investors Services LLC32,678$1.64M0.0%+4.4%0.376%
11/15/2024HighTower Advisors LLC46,058$2.31M0.0%+8.7%0.529%
11/14/2024Flow Traders U.S. LLC10,934$549K0.0%N/A0.126%
11/12/2024Smithfield Trust Co12,634$635K0.0%N/A0.145%
11/8/2024Kraft Davis & Associates LLC34,180$1.71M0.5%-35.9%0.393%
11/8/2024Lowery Thomas LLC48,636$2.44M1.7%N/A0.559%
11/7/2024Planning 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%
11/5/2024Prime Capital Investment Advisors LLC115,050$5.78M0.1%+16.5%1.322%
11/5/2024Harbour Investments Inc.9,978$501K0.0%-24.5%0.115%
11/2/2024Mach 1 Financial Group LLC8,187$411K0.3%N/A0.094%
10/31/2024Family Asset Management LLC24,678$1.24M0.7%N/A0.284%
10/29/2024Cedar 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%
10/22/2024Private Advisor Group LLC4,607$231K0.0%-12.2%0.053%
10/21/2024Foundations Investment Advisors LLC14,817$744K0.0%N/A0.170%
10/21/2024Genesee 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%
8/1/2024Guidance 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%
7/27/2024Strategic Blueprint LLC5,409$270K0.0%+6.4%0.062%
7/26/2024Harbour Investments Inc.13,223$660K0.0%-43.3%0.152%
7/26/2024Cambridge Investment Research Advisors Inc.60,350$3.01M0.0%+68.3%0.694%
7/25/2024RFP 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%
7/24/2024MN Wealth Advisors LLC4,037$202K0.1%N/A0.046%
7/16/2024Cedar 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%
5/22/2024Cedar 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%
5/16/2024Kraft Davis & Associates LLC54,515$2.72M0.8%-51.5%0.627%
5/9/2024RFP Financial Group LLC30,071$1.50M0.6%N/A0.346%
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The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we believe are in immediate danger.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
5/9/2024Planning Directions Inc.61,439$3.07M2.1%+93.9%0.706%
5/6/2024Envestnet 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%
4/26/2024Acute Investment Advisory LLC240,623$12.02M8.1%+1.7%2.704%
4/25/2024Cambridge Investment Research Advisors Inc.35,856$1.79M0.0%+99.6%0.403%
4/23/2024Genesee Capital Advisors LLC14,407$720K0.4%+1.8%0.162%
4/15/2024Brookstone Capital Management17,805$890K0.0%-5.6%0.426%
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%
2/9/2024Gladstone Institutional Advisory LLC5,555$277K0.0%N/A0.133%
(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, 83 institutional investors and hedge funds held shares of Fidelity Low Duration Bond Factor ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($56.02M), Commonwealth Equity Services LLC ($16.59M), LPL Financial LLC ($15.15M), UBS Group AG ($14.47M), Acute Investment Advisory LLC ($12.02M), Bank of America Corp DE ($11.51M), and Anson Capital Inc. ($7.92M).Learn more on FLDR's institutional investors.

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

Of the 72 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: Wells Fargo & Company MN ($281.13K), Acute Investment Advisory LLC ($240.62K), Commonwealth Equity Services LLC ($239.64K), Anson Capital Inc. ($158.60K), Cedar Point Capital Partners LLC ($150.58K), Archer Investment Management LLC ($147.96K), and Prime Capital Investment Advisors LLC ($115.05K).

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

Institutional investors have bought a total of 2,724,605 shares in the last 24 months. This purchase volume represents approximately $135.93M 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 ($233.19K), Kraft Davis & Associates LLC ($110.66K), Envestnet Asset Management Inc. ($96.30K), Secure Asset Management LLC ($82.91K), RFP Financial Group LLC ($26.22K), Harbour Investments Inc. ($13.34K), and Bank of America Corp DE ($8.51K).

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

Institutional investors have sold a total of 612,691 shares in the last 24 months. This volume of shares sold represents approximately $30.58M in transactions.


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This page (BATS:FLDR) was last updated on 4/20/2025 by MarketBeat.com Staff
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