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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.17 -0.03 (-0.06%)
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)
95
Total
Institutional Inflows
(last 12 months)
$210.11M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$39.86M
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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
7/9/2026 Kraft Davis & Associates LLC112,561$5.64M1.2%-2.8%0.603%
7/9/2026 Kastel Capital Advisors LLC34,048$1.70M1.0%N/A0.182%
7/7/2026 GK Wealth Management LLC4,416$221K0.1%N/A0.024%
5/20/2026Arete Wealth Advisors LLC120,505$6.03M0.4%+13.5%0.645%
5/19/2026Bank of America Corp DE325,763$16.30M0.0%+4.1%1.744%
5/19/2026Arete Wealth Advisors LLC120,505$6.03M0.4%+13.5%0.645%
5/18/2026Royal Bank of Canada134,333$6.72M0.0%+15.1%0.719%
5/13/2026Cetera Investment Advisers99,922$5.00M0.0%+51.6%0.535%
5/12/2026Fortis Capital Management LLC65,514$3.28M0.3%N/A0.351%
5/7/2026Basepoint Wealth LLC1,177$59K0.0%N/A0.006%
5/5/2026Schwallier Wealth Management LLC41,705$2.09M1.5%-12.9%0.223%
5/4/2026NWF Advisory Services Inc.71,273$3.57M0.4%+0.6%0.382%
5/1/2026Fifth Third Bancorp664$33K0.0%N/A0.004%
4/30/2026Elevated Capital Advisors LLC2,162$108K0.0%+23.1%0.012%
4/30/2026Kestra Advisory Services LLC302,142$15.12M0.1%+22.6%1.617%
4/30/2026WPG Advisers LLC1,501$75K0.1%-54.4%0.008%
4/28/2026Bogart Wealth LLC3,500$175K0.0%N/A0.019%
4/28/2026Koshinski Asset Management Inc.175,834$8.80M0.5%+55.5%0.941%
4/24/2026Essex Financial Services Inc.11,950$598K0.0%N/A0.064%
4/21/2026RCS Financial Planning LLC122,905$6.17M3.2%+1.4%0.658%
4/21/2026GHP Investment Advisors Inc.501$25K0.0%N/A0.003%
4/21/2026Cottage Street Advisors LLC62,706$3.14M1.4%+32.1%0.336%
4/17/2026Athena Wealth Management LLC739,317$37.00M30.3%-1.1%3.958%
4/17/2026AdvisorNet Financial Inc10,807$541K0.0%N/A0.058%
3/17/2026Rockefeller Capital Management L.P.4,150$208K0.0%+2,666.7%0.022%
3/13/2026World Investment Advisors34,255$1.72M0.0%N/A0.183%
3/3/2026NWF 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%
2/16/2026MML Investors Services LLC265,044$13.31M0.0%-11.7%1.419%
2/16/2026Mariner LLC84,240$4.23M0.0%-1.5%0.451%
2/14/2026Financially Speaking Inc349,000$17.53M11.3%+223.8%1.868%
2/13/2026Arete Wealth Advisors LLC106,152$5.33M0.3%+5.0%0.568%
2/13/2026Kestra Advisory Services LLC246,400$12.38M0.1%+25.8%1.319%
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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%
2/12/2026Commonwealth Equity Services LLC644,156$32.36M0.0%+47.0%3.448%
2/12/2026Great 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%
2/11/2026Cedar 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%
2/11/2026LPL Financial LLC533,043$26.78M0.0%+12.4%2.854%
2/11/2026Schwallier Wealth Management LLC47,887$2.40M1.5%N/A0.256%
2/11/2026J.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%
2/9/2026TradeWell Securities LLC.30,790$1.55M0.3%+11.7%0.165%
2/9/2026Fidelis 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%
2/6/2026IFP Advisors Inc1,321$66K0.0%-33.2%0.007%
2/6/2026Csenge Advisory Group9,596$482K0.0%+18.6%0.051%
2/6/2026HighTower 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%
2/4/2026World Investment Advisors34,255$1.72M0.0%N/A0.183%
2/4/2026Anson Capital Inc.11,228$564K0.4%+1.9%0.060%
2/4/2026Meridian Wealth Management LLC45,203$2.27M0.1%+2.5%0.242%
2/3/2026Koshinski 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%
2/3/2026Foronjy Financial LLC14,285$718K0.3%+4.2%0.076%
2/2/2026Oppenheimer & Co. Inc.4,193$211K0.0%-45.1%0.022%
1/30/2026Sigma Planning Corp4,823$242K0.0%N/A0.026%
1/30/2026Strategic Blueprint LLC40,449$2.03M0.1%+47.3%0.217%
1/29/2026Howard Wealth Management LLC50,663$2.55M1.1%+33.3%0.271%
1/29/2026Huntleigh Advisors Inc.114,180$5.74M1.0%-2.6%0.611%
1/29/2026UBS Group AG172,452$8.66M0.0%-0.1%0.923%
1/29/2026Virtus Wealth Solutions LLC13,173$662K0.1%+2.8%0.071%
1/28/2026Geneos Wealth Management Inc.564$28K0.0%-79.1%0.003%
1/28/2026WPG Advisers LLC3,294$165K0.1%N/A0.018%
1/27/2026Revisor Wealth Management LLC8,858$445K0.1%N/A0.047%
1/27/2026Elevated 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%
1/26/2026Cottage 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%
1/22/2026Elm3 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%
1/21/2026Planning Directions Inc.113,546$5.70M2.9%-4.6%0.608%
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1/21/2026Sowell Financial Services LLC57,865$2.91M0.1%N/A0.310%
1/20/2026Sugar Maple Asset Management LLC15,608$784K0.5%-7.0%0.084%
1/20/2026Savvy Advisors Inc.14,746$741K0.0%N/A0.079%
1/16/2026Genesee Capital Advisors LLC16,522$830K0.3%+4.4%0.088%
1/16/2026 Herbst Group LLC47,600$2.39M1.4%+19.7%0.255%
1/15/2026RCS 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%
1/13/2026Parsons Capital Management Inc. RI5,965$300K0.0%N/A0.032%


FLDR Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 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 125 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 4,189,570 shares in the last 24 months. This purchase volume represents approximately $210.11M 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 794,681 shares in the last 24 months. This volume of shares sold represents approximately $39.86M in transactions.


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This page (BATS:FLDR) was last updated on 7/20/2026 by MarketBeat.com Staff.
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