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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

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$50.00 +0.07 (+0.13%)
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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)
64
Total
Institutional Inflows
(last 12 months)
$116.71M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/30/2025 TradeWell 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%
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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%
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%
2/13/2025 Advisory 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%
2/11/2025 Absolute Capital Management LLC4,957$248K0.1%N/A0.057%
2/10/2025 GWN Securities Inc.4,884$244K0.1%N/A0.056%
2/10/2025 Harbour Investments Inc.31,396$1.57M0.0%+214.7%0.361%
2/10/2025 Commonwealth Equity Services LLC332,214$16.59M0.0%+35.4%3.819%
2/10/2025 Avantax Advisory Services Inc.10,405$520K0.0%N/A0.120%
2/7/2025 HighTower Advisors LLC46,914$2.34M0.0%+1.9%0.539%
2/7/2025 New England Private Wealth Advisors LLC6,206$310K0.0%N/A0.071%
2/7/2025 Independent Advisor Alliance4,106$205K0.0%N/A0.047%
2/7/2025 Lowery Thomas LLC65,512$3.27M2.1%+34.7%0.753%
2/6/2025 Raymond James Financial Inc.10,353$517K0.0%N/A0.119%
2/6/2025 Steward Partners Investment Advisory LLC8,900$444K0.0%+217.9%0.102%
2/6/2025 Planning Directions Inc.81,161$4.05M2.4%+1.7%0.933%
1/31/2025Global Retirement Partners LLC2,237$112K0.0%N/A0.026%
1/31/2025 Anson Capital Inc.158,601$7.92M6.9%N/A1.823%
1/31/2025 J.W. Cole Advisors Inc.5,240$262K0.0%+22.5%0.060%
1/30/2025 Principal 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%
1/27/2025 Elm3 Financial Group LLC11,326$566K0.5%N/A0.130%
1/24/2025 Flavin 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%
1/23/2025 RCS Financial Planning LLC97,051$4.87M2.6%N/A1.116%
1/22/2025 Genesee Capital Advisors LLC16,866$842K0.4%-2.4%0.194%
1/22/2025 Foundations Investment Advisors LLC28,718$1.43M0.0%+93.8%0.330%
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%
12/26/2024 JPMorgan Chase & Co.1,572$79K0.0%+42.3%0.018%
11/18/2024 Arete Wealth Advisors LLC67,752$3.40M0.3%+63.8%0.779%
11/15/2024 MML Investors Services LLC32,678$1.64M0.0%+4.4%0.376%
11/15/2024 HighTower Advisors LLC46,058$2.31M0.0%+8.7%0.529%
11/14/2024 Flow Traders U.S. LLC10,934$549K0.0%N/A0.126%
11/12/2024 Smithfield Trust Co12,634$635K0.0%N/A0.145%
11/8/2024 Kraft Davis & Associates LLC34,180$1.71M0.5%-35.9%0.393%
11/8/2024 Lowery Thomas LLC48,636$2.44M1.7%N/A0.559%
11/7/2024 Planning 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%
11/5/2024 Prime Capital Investment Advisors LLC115,050$5.78M0.1%+16.5%1.322%
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11/5/2024 Harbour Investments Inc.9,978$501K0.0%-24.5%0.115%
11/2/2024 Mach 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%
10/23/2024 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%
(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, 90 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 FLDR's institutional investors.

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

Of the 80 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: 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 3,341,322 shares in the last 24 months. This purchase volume represents approximately $166.85M in transactions.

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

Of the 31 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), Anson Capital Inc. ($138.44K), Kraft Davis & Associates LLC ($110.90K), Envestnet Asset Management Inc. ($96.30K), Secure Asset Management LLC ($82.91K), Harbour Investments Inc. ($27.27K), 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 776,003 shares in the last 24 months. This volume of shares sold represents approximately $38.76M in transactions.



This page (BATS:FLDR) was last updated on 5/21/2025 by MarketBeat.com Staff
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