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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.27 +0.33 (+0.66%)
Closing price 08/19/2025 03:58 PM Eastern
Extended Trading
$50.26 -0.01 (-0.01%)
As of 08/19/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Fidelity Low Duration Bond Factor ETF (BATS:FLDR)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$161.45M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$29.51M
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FLDR Institutional Buying and Selling by Quarter

Fidelity Low Duration Bond Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Sugar Maple Asset Management LLC8,661$434K0.3%+2.8%0.046%
8/15/2025 Snowden Capital Advisors LLC66,200$3.33M0.1%+26.8%0.354%
8/15/2025 MML Investors Services LLC143,877$7.20M0.0%+89.1%0.770%
8/15/2025 Bank of America Corp DE254,599$12.75M0.0%+7.5%1.363%
8/14/2025 Jane Street Group LLC194,017$9.71M0.0%+400.1%1.039%
8/14/2025 Raymond James Financial Inc.578,139$28.95M0.0%+2,486.6%3.095%
8/13/2025 Avestar Capital LLC7,309$367K0.0%-94.3%0.039%
8/13/2025 Flow Traders U.S. LLC54,065$2.71M0.1%+1,093.8%0.289%
8/13/2025 WealthTrust Axiom LLC62,350$3.12M0.9%+81.3%0.334%
8/13/2025 Northwestern Mutual Wealth Management Co.502$25K0.0%N/A0.003%
8/12/2025 Steward Partners Investment Advisory LLC6,870$344K0.0%-24.5%0.037%
8/12/2025 Global Retirement Partners LLC6,354$318K0.0%N/A0.034%
8/12/2025 Riverstone Advisors LLC4,700$235K0.1%+17.5%0.025%
8/12/2025 Tableaux LLC40,000$2.00M0.1%N/A0.214%
8/12/2025 JPMorgan Chase & Co.1,641$82K0.0%-36.3%0.009%
8/12/2025 Absolute Capital Management LLC4,576$229K0.1%-10.3%0.024%
8/11/2025 Kingdom Financial Group LLC.4,797$240K0.2%N/A0.026%
8/8/2025 Cetera Investment Advisers54,889$2.75M0.0%+54.2%0.294%
8/8/2025 Foundations Investment Advisors LLC122,897$6.15M0.1%+10.7%0.658%
8/7/2025 Lakeridge Wealth Management LLC50,093$2.51M1.2%+4.3%0.268%
8/6/2025 AE Wealth Management LLC315,420$15.79M0.1%-2.2%1.689%
8/4/2025 Great Lakes Retirement Inc.49,639$2.50M0.3%+11.1%0.266%
8/1/2025 Cedar Point Capital Partners LLC117,192$5.87M4.1%-22.3%0.627%
8/1/2025 Planning Directions Inc.115,078$5.76M3.2%+15.9%0.616%
8/1/2025 Anson Capital Inc.12,733$638K0.5%-36.8%0.068%
8/1/2025 GGM Financials LLC12,966$649K0.1%N/A0.069%
8/1/2025 GWN Securities Inc.7,753$388K0.1%+6.4%0.042%
8/1/2025 Envestnet Asset Management Inc.76,999$3.86M0.0%+87.3%0.412%
7/30/2025 Strategic Blueprint LLC24,157$1.21M0.1%+218.7%0.129%
7/29/2025 Flavin Financial Services Inc.27,585$1.38M1.3%+3.1%0.148%
7/29/2025 Huntleigh Advisors Inc.166,044$8.31M1.6%N/A0.889%
7/29/2025 Stratos Wealth Partners LTD.6,690$335K0.0%+46.6%0.036%
7/29/2025 Kraft Davis & Associates LLC55,548$2.79M0.8%+155.5%0.297%
7/28/2025 Harbour Investments Inc.8,422$422K0.0%-51.8%0.045%
7/25/2025 Sequoia Financial Advisors LLC20,330$1.02M0.0%-33.2%0.109%
7/25/2025 Genesee Capital Advisors LLC16,104$806K0.4%-5.3%0.086%
7/23/2025 Virtus Wealth Solutions LLC12,966$649K0.1%+115.1%0.069%
7/23/2025 Elm3 Financial Group LLC9,430$472K0.4%-19.7%0.050%
7/23/2025 Prime Capital Investment Advisors LLC129,512$6.49M0.1%-18.6%0.693%
7/22/2025 DAVENPORT & Co LLC11,000$551K0.0%N/A0.059%
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7/22/2025 Grimes & Company Inc.8,029$402K0.0%N/A0.043%
7/21/2025 Ameritas Advisory Services LLC4,735$237K0.0%-59.1%0.025%
7/18/2025 Lowery Thomas LLC62,475$3.13M2.0%-4.7%0.334%
7/16/2025 West Branch Capital LLC2,308$116K0.0%N/A0.012%
7/16/2025 ORG Partners LLC1,747$87K0.0%N/A0.009%
7/11/2025 LongView Wealth Management4,196$210K0.1%N/A0.022%
7/10/2025 Andrew Hill Investment Advisors Inc.29,701$1.49M1.2%N/A0.159%
5/28/2025 Addison Capital Co4,479$224K0.1%N/A0.027%
5/19/2025 Jane Street Group LLC38,793$1.94M0.0%+14.9%0.246%
5/16/2025 Arete Wealth Advisors LLC77,224$3.87M0.3%+11.7%0.489%
5/15/2025 Royal Bank of Canada88,616$4.44M0.0%+170.5%0.562%
5/15/2025 TD Capital Management LLC1,999$100K0.0%-37.1%0.013%
5/14/2025 WealthTrust Axiom LLC34,386$1.72M0.5%N/A0.218%
5/14/2025 Cedar Point Capital Partners LLC150,916$7.56M5.1%+0.2%0.956%
5/14/2025 Kestra Advisory Services LLC132,189$6.63M0.0%+226.2%0.838%
5/13/2025 HighTower Advisors LLC55,790$2.80M0.0%+18.9%0.354%
5/9/2025 Commonwealth Equity Services LLC469,963$23.56M0.0%+41.5%2.978%
5/8/2025 Harbour Investments Inc.17,466$875K0.0%-44.4%0.111%
5/7/2025 Financially Speaking Inc46,630$2.34M1.7%-14.0%0.296%
5/7/2025 Foundations Investment Advisors LLC111,018$5.56M0.1%+286.6%0.704%
5/7/2025 LPL Financial LLC397,435$19.92M0.0%+31.0%2.519%
5/7/2025 Anson Capital Inc.20,158$1.01M0.9%-87.3%0.128%
5/6/2025 Cetera Investment Advisers35,596$1.78M0.0%+27.0%0.226%
5/6/2025 Elm3 Financial Group LLC11,743$589K0.5%+3.7%0.074%
5/6/2025 AE Wealth Management LLC322,664$16.17M0.1%+9.0%2.045%
5/6/2025 Guidance Capital Inc.10,654$532K0.2%+12.0%0.068%
5/5/2025 IFP Advisors Inc1,948$98K0.0%+19.4%0.012%
4/30/2025TradeWell Securities LLC.21,624$1.08M0.6%+20.4%0.137%
4/30/2025 Stratos Wealth Partners LTD.4,562$229K0.0%N/A0.029%
4/30/2025 Planning Directions Inc.99,297$4.98M2.1%+22.3%0.629%
4/29/2025 Envestnet Asset Management Inc.41,115$2.06M0.0%+18.2%0.261%
4/29/2025 Strategic Blueprint LLC7,581$380K0.0%+39.4%0.048%
4/25/2025 Riverstone Advisors LLC4,000$200K0.1%N/A0.026%
4/25/2025 RCS Financial Planning LLC100,126$5.04M2.7%+3.2%0.646%
4/24/2025 Tepp RIA LLC8,407$421K0.6%N/A0.054%
4/24/2025 Kraft Davis & Associates LLC21,740$1.09M0.3%-1.1%0.140%
4/23/2025 Virtus Wealth Solutions LLC6,029$302K0.1%-6.6%0.039%
4/23/2025 Flavin Financial Services Inc.26,756$1.34M1.2%+10.3%0.173%
4/23/2025 Sequoia Financial Advisors LLC30,430$1.53M0.0%N/A0.196%
4/23/2025 Spire Wealth Management778$39K0.0%N/A0.005%
4/22/2025 JFS Wealth Advisors LLC1,831$92K0.0%N/A0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.73,229$3.67M0.0%-6.0%0.472%
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%
2/17/2025 Cetera Investment Advisers28,025$1.40M0.0%-5.9%0.322%
2/17/2025 Citadel Advisors LLC56,026$2.80M0.0%+358.8%0.644%
2/17/2025 Bank of America Corp DE230,525$11.51M0.0%-3.6%2.650%
2/14/2025 Jane Street Group LLC33,749$1.69M0.0%N/A0.388%
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What’s really driving the trade wars, reshoring, and sweeping executive orders? According to Porter Stansberry and Jeff Brown, it all traces back to one force: artificial intelligence. Trump has declared AI a national priority—and is using emergency powers to funnel trillions into the companies building the digital and energy infrastructure behind America’s AI dominance. This isn’t speculation—it’s strategic deployment, already in motion.tc pixel

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2/14/2025 MML Investors Services LLC46,318$2.31M0.0%+41.7%0.532%
2/14/2025 Mach 1 Financial Group LLC5,565$278K0.5%-32.0%0.064%
2/13/2025 Virtus Wealth Solutions LLC6,458$322K0.1%N/A0.074%
2/13/2025 Kraft Davis & Associates LLC21,979$1.10M0.3%-35.7%0.253%
2/13/2025 Raymond James Financial Inc.10,353$517K0.0%N/A0.119%
2/13/2025Advisory Services Network LLC5,170$258K0.0%-38.5%0.059%
2/13/2025 Envestnet Asset Management Inc.34,781$1.74M0.0%-55.2%0.400%
2/13/2025 Wells Fargo & Company MN1,121,876$56.02M0.0%+13.0%12.895%
2/12/2025 Arete Wealth Advisors LLC69,131$3.45M0.2%+2.0%0.795%
2/11/2025 LPL Financial LLC303,315$15.15M0.0%+30.9%3.486%
(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, 99 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), Raymond James Financial Inc. ($28.95M), Commonwealth Equity Services LLC ($23.56M), LPL Financial LLC ($19.92M), AE Wealth Management LLC ($15.79M), UBS Group AG ($14.47M), and Bank of America Corp DE ($12.75M).Learn more on Fidelity Low Duration Bond Factor ETF's institutional investors.

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

Of the 92 institutional investors that purchased Fidelity Low Duration Bond Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($576.49K), Commonwealth Equity Services LLC ($341.06K), Wells Fargo & Company MN ($281.13K), Acute Investment Advisory LLC ($240.62K), Jane Street Group LLC ($194.02K), Huntleigh Advisors Inc. ($166.04K), and LPL Financial LLC ($165.77K).

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

Institutional investors have bought a total of 3,226,258 shares in the last 24 months. This purchase volume represents approximately $161.45M in transactions.

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

Of the 29 institutional investors that sold Fidelity Low Duration Bond Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Anson Capital Inc. ($145.87K), Avestar Capital LLC ($120.75K), Secure Asset Management LLC ($82.22K), Envestnet Asset Management Inc. ($42.86K), Cedar Point Capital Partners LLC ($33.72K), Kraft Davis & Associates LLC ($31.56K), and Prime Capital Investment Advisors LLC ($29.58K).

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

Institutional investors have sold a total of 589,149 shares in the last 24 months. This volume of shares sold represents approximately $29.51M in transactions.



This page (BATS:FLDR) was last updated on 8/20/2025 by MarketBeat.com Staff
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