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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.28 +0.34 (+0.67%)
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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)
73
Total
Institutional Inflows
(last 12 months)
$164.30M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$29.30M
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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
9/9/2025 NWF Advisory Services Inc.81,527$4.08M0.5%-3.1%0.436%
9/4/2025 Osaic Holdings Inc.166,081$8.32M0.0%+52.2%0.889%
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%
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%
5/28/2025Addison 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%
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%
(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, 101 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 93 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 3,283,217 shares in the last 24 months. This purchase volume represents approximately $164.30M in transactions.

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

Of the 30 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 584,990 shares in the last 24 months. This volume of shares sold represents approximately $29.30M in transactions.



This page (BATS:FLDR) was last updated on 9/10/2025 by MarketBeat.com Staff
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