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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.06 +0.12 (+0.23%)
Closing price 07/3/2025 01:04 PM Eastern
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$50.06 0.00 (0.00%)
As of 07/3/2025 04:04 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)
65
Total
Institutional Inflows
(last 12 months)
$115.78M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$22.30M
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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
5/28/2025Addison Capital Co4,479$224K0.1%N/A0.027%
5/19/2025Jane Street Group LLC38,793$1.94M0.0%+14.9%0.246%
5/16/2025Arete Wealth Advisors LLC77,224$3.87M0.3%+11.7%0.489%
5/15/2025Royal Bank of Canada88,616$4.44M0.0%+170.5%0.562%
5/15/2025TD Capital Management LLC1,999$100K0.0%-37.1%0.013%
5/14/2025WealthTrust Axiom LLC34,386$1.72M0.5%N/A0.218%
5/14/2025Cedar Point Capital Partners LLC150,916$7.56M5.1%+0.2%0.956%
5/14/2025Kestra Advisory Services LLC132,189$6.63M0.0%+226.2%0.838%
5/13/2025HighTower Advisors LLC55,790$2.80M0.0%+18.9%0.354%
5/9/2025Commonwealth Equity Services LLC469,963$23.56M0.0%+41.5%2.978%
5/8/2025Harbour Investments Inc.17,466$875K0.0%-44.4%0.111%
5/7/2025Financially Speaking Inc46,630$2.34M1.7%-14.0%0.296%
5/7/2025Foundations Investment Advisors LLC111,018$5.56M0.1%+286.6%0.704%
5/7/2025LPL Financial LLC397,435$19.92M0.0%+31.0%2.519%
5/7/2025Anson Capital Inc.20,158$1.01M0.9%-87.3%0.128%
5/6/2025Cetera Investment Advisers35,596$1.78M0.0%+27.0%0.226%
5/6/2025Elm3 Financial Group LLC11,743$589K0.5%+3.7%0.074%
5/6/2025AE Wealth Management LLC322,664$16.17M0.1%+9.0%2.045%
5/6/2025Guidance Capital Inc.10,654$532K0.2%+12.0%0.068%
5/5/2025IFP Advisors Inc1,948$98K0.0%+19.4%0.012%
4/30/2025TradeWell Securities LLC.21,624$1.08M0.6%+20.4%0.137%
4/30/2025Stratos Wealth Partners LTD.4,562$229K0.0%N/A0.029%
4/30/2025Planning Directions Inc.99,297$4.98M2.1%+22.3%0.629%
4/29/2025Envestnet Asset Management Inc.41,115$2.06M0.0%+18.2%0.261%
4/29/2025Strategic Blueprint LLC7,581$380K0.0%+39.4%0.048%
4/25/2025Riverstone Advisors LLC4,000$200K0.1%N/A0.026%
4/25/2025RCS Financial Planning LLC100,126$5.04M2.7%+3.2%0.646%
4/24/2025Tepp RIA LLC8,407$421K0.6%N/A0.054%
4/24/2025Kraft Davis & Associates LLC21,740$1.09M0.3%-1.1%0.140%
4/23/2025Virtus Wealth Solutions LLC6,029$302K0.1%-6.6%0.039%
4/23/2025Flavin Financial Services Inc.26,756$1.34M1.2%+10.3%0.173%
4/23/2025Sequoia Financial Advisors LLC30,430$1.53M0.0%N/A0.196%
4/23/2025Spire Wealth Management778$39K0.0%N/A0.005%
4/22/2025JFS Wealth Advisors LLC1,831$92K0.0%N/A0.012%
4/22/2025Cambridge Investment Research Advisors Inc.73,229$3.67M0.0%-6.0%0.472%
4/17/2025Great Lakes Retirement Inc.44,694$2.24M0.3%-4.9%0.288%
4/16/2025Lakeridge Wealth Management LLC48,030$2.41M1.2%+62.8%0.310%
4/14/2025Tounjian Advisory Partners LLC16,460$825K0.2%N/A0.106%
4/9/2025Archer Investment Management LLC147,956$7.42M5.1%+7.7%0.955%
2/17/2025Cetera Investment Advisers28,025$1.40M0.0%-5.9%0.322%
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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%
1/30/2025Lakeridge Wealth Management LLC29,494$1.47M0.8%+590.7%0.339%
1/29/2025Great 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%
1/24/2025Archer Investment Management LLC137,358$6.86M4.2%N/A1.579%
1/23/2025RCS Financial Planning LLC97,051$4.87M2.6%N/A1.116%
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%
1/16/2025Sugar 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%
11/7/2024Sugar Maple Asset Management LLC9,795$492K0.4%+15.3%0.113%
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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%
10/23/2024Great 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%
10/16/2024Secure Asset Management LLC18,571$932K0.2%-81.6%0.213%
(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, 91 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 ($23.56M), LPL Financial LLC ($19.92M), AE Wealth Management LLC ($16.17M), UBS Group AG ($14.47M), Acute Investment Advisory LLC ($12.02M), and Bank of America Corp DE ($11.51M).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 81 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: Commonwealth Equity Services LLC ($358.28K), Wells Fargo & Company MN ($281.13K), Acute Investment Advisory LLC ($240.62K), LPL Financial LLC ($170.96K), Anson Capital Inc. ($158.60K), Cedar Point Capital Partners LLC ($150.92K), and Archer Investment Management LLC ($147.96K).

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

Institutional investors have bought a total of 2,315,123 shares in the last 24 months. This purchase volume represents approximately $115.78M in transactions.

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

Of the 19 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. ($138.44K), Envestnet Asset Management Inc. ($96.30K), Secure Asset Management LLC ($82.22K), Kraft Davis & Associates LLC ($32.78K), Harbour Investments Inc. ($27.27K), RFP Financial Group LLC ($26.22K), 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 445,457 shares in the last 24 months. This volume of shares sold represents approximately $22.30M in transactions.


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This page (BATS:FLDR) was last updated on 7/5/2025 by MarketBeat.com Staff
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