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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.08 0.00 (0.00%)
As of 04:10 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)
97
Total
Institutional Inflows
(last 12 months)
$210.08M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$39.85M
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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
5/20/2026 Arete Wealth Advisors LLC120,505$6.03M0.4%+13.5%0.645%
5/19/2026 Bank of America Corp DE325,763$16.30M0.0%+4.1%1.744%
5/19/2026 Arete Wealth Advisors LLC120,505$6.03M0.4%+13.5%0.645%
5/18/2026 Royal Bank of Canada134,333$6.72M0.0%+15.1%0.719%
5/13/2026 Cetera Investment Advisers99,922$5.00M0.0%+51.6%0.535%
5/12/2026 Fortis Capital Management LLC65,514$3.28M0.3%N/A0.351%
5/7/2026 Basepoint 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%
3/17/2026 Rockefeller 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%
2/17/2026 Seldon Capital LP6,552$329K0.1%-18.9%0.035%
2/17/2026 Cetera Investment Advisers65,932$3.31M0.0%+1.2%0.353%
2/17/2026 Osaic Holdings Inc.206,882$10.40M0.0%+10.4%1.108%
2/17/2026 Advisory Services Network LLC7,444$374K0.0%+46.1%0.040%
2/17/2026 &PARTNERS11,794$592K0.0%-4.9%0.063%
2/17/2026 Royal Bank of Canada116,737$5.86M0.0%+16.0%0.625%
2/16/2026 Tableaux LLC131,769$6.62M1.1%+60.0%0.705%
2/16/2026 WealthTrust 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%
2/16/2026 Mariner LLC84,240$4.23M0.0%-1.5%0.451%
2/14/2026 Financially Speaking Inc349,000$17.53M11.3%+223.8%1.868%
2/13/2026 Arete 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%
2/13/2026 Perspective Wealth Advisors LLC109,018$5.48M3.9%N/A0.584%
2/13/2026 New England Private Wealth Advisors LLC7,201$362K0.0%+12.0%0.039%
2/13/2026 Wells Fargo & Company MN1,023,685$51.42M0.0%+2.9%5.480%
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2/12/2026 Jane 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%
2/12/2026 Steward Partners Investment Advisory LLC4,450$224K0.0%-32.1%0.024%
2/12/2026 Principal 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%
2/11/2026 GWN 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%
2/10/2026 Goldman Sachs Group Inc.272,283$13.68M0.0%N/A1.458%
2/10/2026 Northwestern Mutual Wealth Management Co.1,799$90K0.0%+122.6%0.010%
2/10/2026 Foundations 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%
2/9/2026 New England Private Wealth Advisors LLC7,201$362K0.0%+12.0%0.039%
2/6/2026 Mach 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%
2/5/2026 Flavin 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%
2/4/2026 Anson 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%
1/29/2026 Howard 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%
1/29/2026 Virtus 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%
1/26/2026 Lowery Thomas LLC74,451$3.74M2.1%+7.8%0.399%
1/26/2026 AE 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%
1/21/2026 Prime 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%
1/20/2026 Savvy Advisors Inc.14,746$741K0.0%N/A0.079%
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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%


FLDR Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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.

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).

Institutional investors have bought a total of 4,189,058 shares in the last 24 months. This purchase volume represents approximately $210.08M in transactions.

Of the 44 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).

Institutional investors have sold a total of 794,467 shares in the last 24 months. This volume of shares sold represents approximately $39.85M in transactions.


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This page (BATS:FLDR) was last updated on 5/29/2026 by MarketBeat.com Staff.
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