Free Trial
→ Massive Data Leak Exposes 512,000-Line Code That Could Change Society Forever (From Chaikin Analytics) (Ad)tc pixel Free FLDR Stock Alerts

Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.09 0.00 (0.00%)
As of 05/7/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$219.51M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$39.91M
Get FLDR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Low Duration Bond Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FLDR Institutional Buying and Selling by Quarter

Fidelity Low Duration Bond Factor ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026Basepoint Wealth LLC1,177$59K0.0%N/A0.006%
5/5/2026 Schwallier Wealth Management LLC41,705$2.09M1.5%-12.9%0.223%
5/4/2026 NWF Advisory Services Inc.71,273$3.57M0.4%+0.6%0.382%
5/1/2026 Fifth Third Bancorp664$33K0.0%N/A0.004%
4/30/2026 Elevated Capital Advisors LLC2,162$108K0.0%+23.1%0.012%
4/30/2026 Kestra Advisory Services LLC302,142$15.12M0.1%+22.6%1.617%
4/30/2026 WPG Advisers LLC1,501$75K0.1%-54.4%0.008%
4/28/2026 Bogart Wealth LLC3,500$175K0.0%N/A0.019%
4/28/2026 Koshinski Asset Management Inc.175,834$8.80M0.5%+55.5%0.941%
4/24/2026 Essex Financial Services Inc.11,950$598K0.0%N/A0.064%
4/21/2026 RCS Financial Planning LLC122,905$6.17M3.2%+1.4%0.658%
4/21/2026 GHP Investment Advisors Inc.501$25K0.0%N/A0.003%
4/21/2026 Cottage Street Advisors LLC62,706$3.14M1.4%+32.1%0.336%
4/17/2026 Athena Wealth Management LLC739,317$37.00M30.3%-1.1%3.958%
4/17/2026 AdvisorNet Financial Inc10,807$541K0.0%N/A0.058%
3/17/2026Rockefeller Capital Management L.P.4,150$208K0.0%+2,666.7%0.022%
3/13/2026 World Investment Advisors34,255$1.72M0.0%N/A0.183%
3/3/2026 NWF Advisory Services Inc.70,881$3.56M0.4%-8.3%0.379%
2/17/2026Seldon Capital LP6,552$329K0.1%-18.9%0.035%
2/17/2026Cetera Investment Advisers65,932$3.31M0.0%+1.2%0.353%
2/17/2026Osaic Holdings Inc.206,882$10.40M0.0%+10.4%1.108%
2/17/2026Advisory Services Network LLC7,444$374K0.0%+46.1%0.040%
2/17/2026&PARTNERS11,794$592K0.0%-4.9%0.063%
2/17/2026Royal Bank of Canada116,737$5.86M0.0%+16.0%0.625%
2/16/2026Tableaux LLC131,769$6.62M1.1%+60.0%0.705%
2/16/2026WealthTrust Axiom LLC158,401$7.96M2.0%+26.7%0.848%
2/16/2026 MML Investors Services LLC265,044$13.31M0.0%-11.7%1.419%
2/16/2026Mariner LLC84,240$4.23M0.0%-1.5%0.451%
2/14/2026 Financially Speaking Inc349,000$17.53M11.3%+223.8%1.868%
2/13/2026Arete Wealth Advisors LLC106,152$5.33M0.3%+5.0%0.568%
2/13/2026 Kestra Advisory Services LLC246,400$12.38M0.1%+25.8%1.319%
2/13/2026Perspective Wealth Advisors LLC109,018$5.48M3.9%N/A0.584%
2/13/2026New England Private Wealth Advisors LLC7,201$362K0.0%+12.0%0.039%
2/13/2026Wells Fargo & Company MN1,023,685$51.42M0.0%+2.9%5.480%
2/12/2026Jane Street Group LLC33,124$1.66M0.0%-71.7%0.177%
2/12/2026 Commonwealth Equity Services LLC644,156$32.36M0.0%+47.0%3.448%
2/12/2026 Great Lakes Retirement Inc.56,149$2.83M0.3%+4.5%0.301%
2/12/2026Steward Partners Investment Advisory LLC4,450$224K0.0%-32.1%0.024%
2/12/2026Principal Securities Inc.11,826$594K0.0%-16.0%0.063%
2/11/2026 Cedar Point Capital Partners LLC126,328$6.35M4.1%+5.1%0.676%
2/11/2026GWN Securities Inc.6,575$330K0.1%-14.0%0.035%
2/11/2026 LPL Financial LLC533,043$26.78M0.0%+12.4%2.854%
2/11/2026 Schwallier Wealth Management LLC47,887$2.40M1.5%N/A0.256%
2/11/2026 J.W. Cole Advisors Inc.5,118$257K0.0%-15.5%0.027%
2/10/2026Goldman Sachs Group Inc.272,283$13.68M0.0%N/A1.458%
2/10/2026Northwestern Mutual Wealth Management Co.1,799$90K0.0%+122.6%0.010%
2/10/2026Foundations Investment Advisors LLC165,588$8.32M0.1%+13.6%0.886%
2/9/2026 TradeWell Securities LLC.30,790$1.55M0.3%+11.7%0.165%
2/9/2026 Fidelis Capital Partners LLC34,690$1.74M0.1%-0.7%0.186%
2/9/2026 Parkside Investments LLC6,500$326K0.0%+30.0%0.035%
2/9/2026New England Private Wealth Advisors LLC7,201$362K0.0%+12.0%0.039%
2/6/2026Mach 1 Financial Group LLC9,801$492K0.1%N/A0.052%
2/6/2026 IFP Advisors Inc1,321$66K0.0%-33.2%0.007%
2/6/2026 Csenge Advisory Group9,596$482K0.0%+18.6%0.051%
2/6/2026 HighTower Advisors LLC83,262$4.18M0.0%+19.1%0.446%
2/5/2026Flavin Financial Services Inc.27,857$1.40M1.0%+12.0%0.149%
2/4/2026 World Investment Advisors34,255$1.72M0.0%N/A0.183%
2/4/2026Anson Capital Inc.11,228$564K0.4%+1.9%0.060%
2/4/2026 Meridian Wealth Management LLC45,203$2.27M0.1%+2.5%0.242%
2/3/2026 Koshinski Asset Management Inc.113,050$5.68M0.4%+172.0%0.605%
2/3/2026 Sequoia Financial Advisors LLC6,580$331K0.0%-13.2%0.035%
2/3/2026 Foronjy Financial LLC14,285$718K0.3%+4.2%0.076%
2/2/2026 Oppenheimer & Co. Inc.4,193$211K0.0%-45.1%0.022%
1/30/2026 Sigma Planning Corp4,823$242K0.0%N/A0.026%
1/30/2026 Strategic Blueprint LLC40,449$2.03M0.1%+47.3%0.217%
1/29/2026Howard Wealth Management LLC50,663$2.55M1.1%+33.3%0.271%
1/29/2026 Huntleigh Advisors Inc.114,180$5.74M1.0%-2.6%0.611%
1/29/2026 UBS Group AG172,452$8.66M0.0%-0.1%0.923%
1/29/2026Virtus Wealth Solutions LLC13,173$662K0.1%+2.8%0.071%
1/28/2026 Geneos Wealth Management Inc.564$28K0.0%-79.1%0.003%
1/28/2026 WPG Advisers LLC3,294$165K0.1%N/A0.018%
1/27/2026 Revisor Wealth Management LLC8,858$445K0.1%N/A0.047%
1/27/2026 Elevated Capital Advisors LLC1,756$88K0.0%N/A0.009%
1/26/2026Lowery Thomas LLC74,451$3.74M2.1%+7.8%0.399%
1/26/2026AE Wealth Management LLC399,536$20.07M0.1%+17.5%2.139%
1/26/2026 Cottage Street Advisors LLC47,462$2.38M1.0%+115.7%0.254%
1/23/2026 Farther Finance Advisors LLC2,000$100K0.0%N/A0.011%
1/23/2026 Andrew Hill Investment Advisors Inc.13,061$656K0.5%-8.4%0.070%
1/22/2026 Elm3 Financial Group LLC10,973$551K0.5%-2.8%0.059%
1/21/2026Prime Capital Investment Advisors LLC164,055$8.24M0.1%+17.3%0.878%
1/21/2026 Planning Directions Inc.113,546$5.70M2.9%-4.6%0.608%
1/21/2026 Sowell Financial Services LLC57,865$2.91M0.1%N/A0.310%
1/20/2026 Sugar Maple Asset Management LLC15,608$784K0.5%-7.0%0.084%
1/20/2026Savvy Advisors Inc.14,746$741K0.0%N/A0.079%
1/16/2026 Genesee Capital Advisors LLC16,522$830K0.3%+4.4%0.088%
1/16/2026 Herbst Group LLC47,600$2.39M1.4%+19.7%0.255%
1/15/2026 RCS Financial Planning LLC121,192$6.11M2.6%+8.1%0.649%
1/14/2026 Kraft Davis & Associates LLC173,373$8.72M2.0%+25.5%0.928%
1/14/2026 Southland Equity Partners LLC7,405$372K0.1%+65.5%0.040%
1/13/2026 LongView Wealth Management7,604$382K0.1%+33.7%0.041%
1/13/2026 Parsons Capital Management Inc. RI5,965$300K0.0%N/A0.032%
1/12/2026 DAVENPORT & Co LLC6,000$301K0.0%-45.5%0.032%
1/7/2026 Tounjian Advisory Partners LLC14,504$729K0.2%-1.7%0.078%
1/7/2026 Lakeridge Wealth Management LLC67,619$3.40M1.5%+9.1%0.362%
1/5/2026 GK Wealth Management LLC4,429$222K0.1%N/A0.024%
11/17/2025 Kestra Private Wealth Services LLC20,038$1.01M0.0%N/A0.107%
11/17/2025Northwestern Mutual Wealth Management Co.808$41K0.0%+61.0%0.004%
11/17/2025Mariner LLC85,509$4.29M0.0%N/A0.458%
11/17/2025Flow Traders U.S. LLC8,520$428K0.0%-84.2%0.046%
11/17/2025Citadel Advisors LLC11,199$562K0.0%-76.9%0.060%


FLDR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLDR shares?

During the previous two years, 132 institutional investors and hedge funds held shares of Fidelity Low Duration Bond Factor ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($51.42M), Athena Wealth Management LLC ($37.00M), Commonwealth Equity Services LLC ($32.36M), Raymond James Financial Inc. ($31.01M), LPL Financial LLC ($26.78M), AE Wealth Management LLC ($20.07M), and Financially Speaking Inc ($17.53M).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 124 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. ($616.04K), Commonwealth Equity Services LLC ($514.81K), Goldman Sachs Group Inc. ($272.28K), Financially Speaking Inc ($241.22K), LPL Financial LLC ($224.60K), Envestnet Asset Management Inc. ($200.78K), and Kestra Advisory Services LLC ($197.90K).

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

Institutional investors have bought a total of 4,377,043 shares in the last 24 months. This purchase volume represents approximately $219.51M in transactions.

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

Of the 45 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: Commonwealth Equity Services LLC ($130.85K), Avestar Capital LLC ($120.75K), Jane Street Group LLC ($84.11K), Financially Speaking Inc ($77.51K), Huntleigh Advisors Inc. ($51.86K), Flow Traders U.S. LLC ($45.55K), and Citadel Advisors LLC ($37.39K).

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

Institutional investors have sold a total of 795,646 shares in the last 24 months. This volume of shares sold represents approximately $39.91M in transactions.


Related Companies

This page (BATS:FLDR) was last updated on 5/8/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
The Death of the Nasdaq?
The Death of the Nasdaq? Wall Street legend Marc Chaikin's award-winning system turned bearish on software ...
Chaikin Analytics | Sponsoredtc pixel
‘Please’: OpenAI CEO Sam Altman Begs Small Company for Help
SpaceX 'Dark Energy' Replaces Foreign Oil For years, we've been told SpaceX is a rocket company. But accord...
Altimetry | Sponsoredtc pixel
One executive order. The biggest wealth transfer of your lifetime.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
I’m sounding the alarm
Meta is cutting 10% of its workforce. Microsoft offered voluntary retirement to 7% of U.S. employees. Oracle, ...
Porter & Company | Sponsoredtc pixel
Is the SpaceX IPO “Rigged?”
The SpaceX IPO filing is official, with 21 banks - including JPMorgan, Goldman Sachs, and Morgan Stanley - pre...
The Oxford Club | Sponsoredtc pixel