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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.06 +0.13 (+0.25%)
Closing price 03:59 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)
39
Total
Institutional Inflows
(last 12 months)
$57.71M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$21.87M
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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
1/17/2025 Cedar 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%
1/15/2025 Ameritas 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%
10/29/2024 Cedar Point Capital Partners LLC142,644$7.16M4.9%+4.7%1.640%
10/23/2024Great 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%
10/7/2024Lakeridge 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%
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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%
7/16/2024 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%
5/16/2024 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%
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%
4/15/2024 Brookstone 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%
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%
2/7/2024Envestnet Portfolio Solutions Inc.5,322$266K0.0%N/A0.127%
2/7/2024Principal Securities Inc.9,018$450K0.0%N/A0.216%
2/6/2024Private 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%
1/30/2024Acute 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%
1/25/2024Strategic 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%
1/22/2024Glass 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%
10/25/2023Genesee Capital Advisors LLC13,950$691K0.5%-2.7%0.334%
10/24/2023Acute Investment Advisory LLC229,920$11.39M6.8%N/A5.500%
10/24/2023Birchcreek Wealth Management LLC10,453$518K0.4%N/A0.250%
10/24/2023Cambridge 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%
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10/18/2023Strategic 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%
10/10/2023 Wealth 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%
(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, 71 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), Cedar Point Capital Partners LLC ($7.52M), AE Wealth Management LLC ($7.23M), 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 58 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 ($150.58K), Prime Capital Investment Advisors LLC ($115.05K), Susquehanna International Group LLP ($111.19K), and Planning Directions Inc. ($63.51K).

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

Institutional investors have bought a total of 1,787,952 shares in the last 24 months. This purchase volume represents approximately $89.13M 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 ($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 674,463 shares in the last 24 months. This volume of shares sold represents approximately $33.60M in transactions.


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This page (BATS:FLDR) was last updated on 1/21/2025 by MarketBeat.com Staff
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