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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

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$50.07 +0.13 (+0.26%)
Closing price 03:58 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)
70
Total
Institutional Inflows
(last 12 months)
$125.85M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$23.52M
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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
7/30/2025Strategic 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%
5/8/2025 Harbour 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%
5/6/2025 Elm3 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%
5/5/2025 IFP Advisors Inc1,948$98K0.0%+19.4%0.012%
4/30/2025TradeWell Securities LLC.21,624$1.08M0.6%+20.4%0.137%
AI Frenzy Could Send ‘EarnPhone’ Soaring (Ad)

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🚨Round closing — invest at 0.30/share now.
4/30/2025 Stratos 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%
4/25/2025 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%
4/23/2025Spire Wealth Management778$39K0.0%N/A0.005%
4/22/2025 JFS 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%
4/14/2025 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%
2/17/2025Cetera 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%
2/13/2025 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%
2/13/2025Raymond 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%
2/10/2025 Harbour 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%
2/7/2025 Lowery 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%
AI Frenzy Could Send ‘EarnPhone’ Soaring (Ad)

The hidden fuel behind AI? Your phone. Billions of data points — from your clicks, swipes, scrolls, and searches — are feeding the next wave of AI innovation. Big Tech is harvesting it. Mode Mobile is giving it back to you. They are creating a user-powered data economy that shares the upside, and +50M users have already generated +$325M in earnings. This isn't a theory… Mode’s 32,481% revenue growth from 2019-2022 landed them the #1 spot on Deloitte’s 2023 list of fastest growing companies in software, and they’ve secured the Nasdaq ticker $MODE ahead of a potential IPO. The offering could close any moment now. AI breakthroughs are everywhere, but these models need your data to survive. Invest in the company that allows you to share in the profits from yours.

🚨Round closing — invest at 0.30/share now.
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%
1/22/2025Foundations 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%
1/15/2025 Ameritas Advisory Services LLC11,569$578K0.0%N/A0.133%
12/26/2024JPMorgan Chase & Co.1,572$79K0.0%+42.3%0.018%
(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, 96 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 88 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), Huntleigh Advisors Inc. ($166.04K), Anson Capital Inc. ($158.60K), and Cedar Point Capital Partners LLC ($150.92K).

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

Institutional investors have bought a total of 2,516,045 shares in the last 24 months. This purchase volume represents approximately $125.85M in transactions.

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

Of the 23 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 ($31.56K), Prime Capital Investment Advisors LLC ($29.58K), Harbour Investments Inc. ($26.22K), and Sequoia Financial Advisors LLC ($10.10K).

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

Institutional investors have sold a total of 469,767 shares in the last 24 months. This volume of shares sold represents approximately $23.52M in transactions.


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This page (BATS:FLDR) was last updated on 7/30/2025 by MarketBeat.com Staff
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