Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

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Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 38
Total Institutional Inflows (last 12 months): $64.47M

Number of Institutional Sellers (last 12 months): 24
Total Institutional Outflows (last 12 months): $18.91M

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FLDR Institutional Buying and Selling by Quarter

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Fidelity Low Duration Bond Factor ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/15/2024	Brookstone Capital Management	17,805	$890K	0.0%	-5.6%	0.426%
2/15/2024	OLD Mission Capital LLC	29,629	$1.48M	0.0%	N/A	0.709%
2/14/2024	Royal Bank of Canada	12,898	$644K	0.0%	+103.2%	0.309%
2/14/2024	Kestra Advisory Services LLC	19,946	$995K	0.0%	-8.0%	0.477%
2/13/2024	Envestnet Asset Management Inc.	160,189	$7.99M	0.0%	+238.9%	3.832%
2/9/2024	Advisory Services Network LLC	8,850	$442K	0.0%	-30.9%	0.212%
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2/9/2024	Cambridge Investment Research Advisors Inc.	17,964	$896K	0.0%	+73.6%	0.430%
2/9/2024	Wells Fargo & Company MN	281,014	$14.02M	0.0%	+118.4%	6.723%
2/9/2024	Gladstone Institutional Advisory LLC	5,555	$277K	0.0%	N/A	0.133%
2/9/2024	UBS Group AG	290,096	$14.47M	0.0%	-33.2%	6.940%
2/8/2024	Main Street Financial Solutions LLC	7,880	$393K	0.1%	-8.4%	0.189%
2/7/2024	Envestnet Portfolio Solutions Inc.	5,322	$266K	0.0%	N/A	0.127%
2/7/2024	Principal Securities Inc.	9,018	$450K	0.0%	N/A	0.216%
2/6/2024	Private Advisor Group LLC	5,968	$298K	0.0%	+19.4%	0.143%
2/5/2024	Birchcreek Wealth Management LLC	9,805	$489K	0.3%	-6.2%	0.235%
2/3/2024	Cedar Point Capital Partners LLC	93,380	$4.66M	3.9%	N/A	2.234%
1/31/2024	Planning Directions Inc.	31,681	$1.58M	1.1%	N/A	0.758%
1/31/2024	Kraft Davis & Associates LLC	112,474	$5.63M	1.7%	-14.0%	2.691%
1/30/2024	Acute Investment Advisory LLC	236,574	$11.80M	7.0%	+2.9%	5.660%
1/25/2024	International Assets Investment Management LLC	20,207	$1.01M	0.0%	N/A	0.483%
1/25/2024	Strategic Blueprint LLC	5,111	$255K	0.0%	-6.1%	0.122%
1/24/2024	International Assets Investment Management LLC	20,207	$1.01M	0.0%	N/A	0.483%
1/24/2024	Seed Wealth Management Inc.	8,700	$434K	0.4%	-33.1%	0.208%
1/22/2024	Glass Jacobson Investment Advisors llc	940	$47K	0.0%	-63.9%	0.022%
1/22/2024	Secure Asset Management LLC	85,143	$4.25M	1.1%	+1.5%	2.037%
1/17/2024	Kingdom Financial Group LLC.	6,778	$338K	0.3%	+46.0%	0.162%
1/16/2024	Raymond James Financial Services Advisors Inc.	26,978	$1.35M	0.0%	+172.7%	0.645%
1/11/2024	Brookstone Capital Management	18,860	$941K	0.0%	+4.1%	0.451%
11/15/2023	Mercer Global Advisors Inc. ADV	4,185	$207K	0.0%	-50.3%	0.100%
11/15/2023	Royal Bank of Canada	6,348	$314K	0.0%	+51.3%	0.152%
11/15/2023	Seldon Capital LP	8,075	$400K	0.3%	N/A	0.193%
11/13/2023	LPL Financial LLC	46,914	$2.32M	0.0%	+8.4%	1.122%
11/13/2023	FMR LLC	1,819	$90K	0.0%	+10,005.6%	0.044%
11/13/2023	Envestnet Asset Management Inc.	47,268	$2.34M	0.0%	-17.2%	1.131%
11/13/2023	Kestra Advisory Services LLC	21,678	$1.07M	0.0%	N/A	0.519%
11/9/2023	UBS Group AG	433,959	$21.50M	0.0%	-17.1%	10.382%
11/8/2023	HighTower Advisors LLC	20,211	$1.00M	0.0%	N/A	0.484%
11/7/2023	Glass Jacobson Investment Advisors llc	2,606	$129K	0.1%	+32.6%	0.062%
10/25/2023	BluePath Capital Management LLC	562	$28K	0.0%	N/A	0.013%
10/25/2023	Genesee Capital Advisors LLC	13,950	$691K	0.5%	-2.7%	0.334%
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10/24/2023	Acute Investment Advisory LLC	229,920	$11.39M	6.8%	N/A	5.500%
10/24/2023	Birchcreek Wealth Management LLC	10,453	$518K	0.4%	N/A	0.250%
10/24/2023	Cambridge Investment Research Advisors Inc.	10,345	$512K	0.0%	+30.2%	0.247%
10/23/2023	Commonwealth Equity Services LLC	182,441	$9.04M	0.0%	+3.3%	4.365%
10/20/2023	Brookstone Capital Management	18,122	$897K	0.0%	N/A	0.434%
10/18/2023	Secure Asset Management LLC	83,878	$4.16M	1.2%	-0.8%	2.007%
10/18/2023	Strategic Blueprint LLC	5,442	$270K	0.0%	+6.5%	0.130%
10/16/2023	Kraft Davis & Associates LLC	130,812	$6.47M	2.4%	-1.4%	3.129%
10/16/2023	Kingdom Financial Group LLC.	4,641	$230K	0.2%	N/A	0.111%
10/11/2023	AE Wealth Management LLC	101,224	$5.02M	0.0%	+12.0%	2.422%
10/10/2023	Wealth Alliance Advisory Group LLC	10,260	$508K	0.2%	N/A	0.245%
8/21/2023	Osaic Holdings Inc.	139,998	$6.98M	0.0%	+38.2%	3.349%
8/16/2023	PCA Investment Advisory Services Inc.	3,160	$157K	0.1%	N/A	0.076%
8/15/2023	Wells Fargo & Company MN	91,934	$4.58M	0.0%	+13.3%	2.199%
8/15/2023	Kraft Davis & Associates LLC	132,642	$6.60M	2.3%	N/A	3.173%
8/15/2023	Royal Bank of Canada	4,195	$209K	0.0%	+10.2%	0.100%
8/15/2023	Citadel Advisors LLC	5,661	$282K	0.0%	-36.4%	0.135%
8/14/2023	Mercer Global Advisors Inc. ADV	8,415	$419K	0.0%	-60.1%	0.201%
8/14/2023	MML Investors Services LLC	4,481	$223K	0.0%	N/A	0.107%
8/10/2023	Osaic Holdings Inc.	139,998	$6.98M	0.0%	+38.2%	3.349%
8/10/2023	Commonwealth Equity Services LLC	176,698	$8.80M	0.0%	+10.8%	4.227%
8/4/2023	Envestnet Asset Management Inc.	57,074	$2.84M	0.0%	+433.0%	1.365%
8/3/2023	New Millennium Group LLC	1,651	$82K	0.1%	-38.9%	0.039%
7/31/2023	LPL Financial LLC	43,289	$2.16M	0.0%	+13.6%	1.036%
7/27/2023	J.W. Cole Advisors Inc.	4,161	$207K	0.0%	-7.0%	0.100%
7/26/2023	Glass Jacobson Investment Advisors llc	1,966	$98K	0.0%	N/A	0.047%
7/25/2023	Raymond James Financial Services Advisors Inc.	9,892	$493K	0.0%	-23.0%	0.237%
7/17/2023	Genesee Capital Advisors LLC	14,339	$714K	0.5%	N/A	0.343%
7/14/2023	Alhambra Investment Partners LLC	4,530	$226K	0.1%	-13.4%	0.108%
7/13/2023	Secure Asset Management LLC	84,561	$4.21M	1.3%	+65.9%	2.023%
7/13/2023	Cambridge Investment Research Advisors Inc.	7,947	$396K	0.0%	+14.4%	0.190%
7/10/2023	AE Wealth Management LLC	90,403	$4.50M	0.0%	+19.0%	2.163%
7/6/2023	Capital Market Strategies LLC	7,395	$368K	0.3%	N/A	0.177%
5/17/2023	Advisory Services Network LLC	17,964	$892K	0.0%	-5.1%	0.430%
5/17/2023	Sunbelt Securities Inc.	583	$29K	0.0%	N/A	0.014%
5/16/2023	Mercer Global Advisors Inc. ADV	21,078	$1.05M	0.0%	-1.6%	0.504%
5/16/2023	Jane Street Group LLC	4,633	$230K	0.0%	-44.1%	0.111%
5/12/2023	Bank of America Corp DE	153,559	$7.62M	0.0%	-7.8%	3.674%
5/12/2023	UBS Group AG	563,101	$27.95M	0.0%	-8.9%	13.471%
5/11/2023	Colonial Trust Co SC	2,000	$99K	0.0%	-38.9%	0.048%
5/11/2023	Cambridge Investment Research Advisors Inc.	6,947	$345K	0.0%	+5.3%	0.166%
5/11/2023	Envestnet Asset Management Inc.	10,708	$532K	0.0%	+14.2%	0.256%
5/11/2023	Commonwealth Equity Services LLC	159,483	$7.92M	0.0%	+13.6%	3.815%
5/10/2023	Private Advisor Group LLC	5,000	$248K	0.0%	N/A	0.120%
5/10/2023	LPL Financial LLC	38,100	$1.89M	0.0%	+121.5%	0.911%
5/5/2023	Capital Analysts LLC	1,578	$78K	0.0%	N/A	0.038%
5/3/2023	Axxcess Wealth Management LLC	6,196	$308K	0.0%	-3.2%	0.148%
4/28/2023	New Millennium Group LLC	2,704	$134K	0.1%	-15.8%	0.065%
4/28/2023	Strategic Blueprint LLC	6,152	$305K	0.0%	-9.3%	0.147%
4/24/2023	Forte Asset Management LLC	5,090	$254K	0.2%	-9.5%	0.122%
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4/21/2023	Kovack Advisors Inc.	7,088	$352K	0.0%	+32.3%	0.170%
4/18/2023	Alhambra Investment Partners LLC	5,230	$260K	0.2%	-4.6%	0.125%
4/14/2023	AE Wealth Management LLC	75,982	$3.77M	0.0%	-25.5%	1.818%
4/14/2023	Raymond James Financial Services Advisors Inc.	12,851	$638K	0.0%	-19.0%	0.307%
4/13/2023	Secure Asset Management LLC	50,984	$2.53M	0.8%	+10.7%	1.220%
3/6/2023	OLD Mission Capital LLC	575	$28K	0.0%	N/A	0.000%
2/16/2023	Axxcess Wealth Management LLC	6,400	$317K	0.0%	+56.8%	0.000%
2/15/2023	Jane Street Group LLC	8,288	$410K	0.0%	-63.9%	0.000%
2/15/2023	Kraft Davis & Associates LLC	126,488	$6.31M	2.5%	N/A	0.000%
2/15/2023	Morgan Stanley	55,712	$2.76M	0.0%	+92.2%	0.000%

(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, 70 institutional investors and hedge funds held shares of Fidelity Low Duration Bond Factor ETF. The most heavily invested institutionals were UBS Group AG ($14.47M), Wells Fargo & Company MN ($14.02M), Acute Investment Advisory LLC ($11.80M), Creative Financial Designs Inc. ADV ($11.67M), Commonwealth Equity Services LLC ($9.04M), Envestnet Asset Management Inc. ($7.99M), and Bank of America Corp DE ($7.62M).Learn more on FLDR's institutional investors.
Which institutional investors have been buying Fidelity Low Duration Bond Factor ETF stock?: Of the 58 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: Kraft Davis & Associates LLC ($259.13K), Acute Investment Advisory LLC ($236.57K), Creative Financial Designs Inc. ADV ($235.51K), Wells Fargo & Company MN ($194.14K), Lumature Wealth Partners LLC ($178.08K), Envestnet Asset Management Inc. ($170.10K), and Commonwealth Equity Services LLC ($166.27K).
How much institutional buying is happening at Fidelity Low Duration Bond Factor ETF?: Institutional investors have bought a total of 2,434,377 shares in the last 24 months. This purchase volume represents approximately $120.99M in transactions.

Which Fidelity Low Duration Bond Factor ETF major shareholders have been selling company stock?: Of the 36 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 ($398.94K), Lumature Wealth Partners LLC ($170.20K), AE Wealth Management LLC ($166.84K), Bank of America Corp DE ($68.78K), Jane Street Group LLC ($52.51K), Commonwealth Equity Services LLC ($45.41K), and Kraft Davis & Associates LLC ($20.17K).
How much institutional selling is happening at Fidelity Low Duration Bond Factor ETF?: Institutional investors have sold a total of 1,036,533 shares in the last 24 months. This volume of shares sold represents approximately $51.46M in transactions.

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This page (BATS:FLDR) was last updated on 4/19/2024 by MarketBeat.com Staff

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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

FLDR Institutional Buying and Selling by Quarter

Fidelity Low Duration Bond Factor ETF Major Shareholders & Ownership History

FLDR Institutional Ownership - Frequently Asked Questions

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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

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

FLDR Institutional Buying and Selling by Quarter

Fidelity Low Duration Bond Factor ETF Major Shareholders & Ownership History

FLDR Institutional Ownership - Frequently Asked Questions