Free Trial

Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

→ Move Your Money Before May 1 (From Stansberry Research) (Ad)
Free FDLO Stock Alerts
$54.43
+0.16 (+0.29%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$98.16M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$44.01M
Get FDLO Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

FDLO Institutional Buying and Selling by Quarter

Fidelity Low Volatility Factor ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.49,840$2.80M0.0%+8.1%0.273%
4/22/2024 Raymond James & Associates87,426$4.91M0.0%-0.9%0.479%
4/19/2024 Abundance Wealth Counselors210,504$11.83M2.7%-1.3%1.940%
4/19/2024 Westside Investment Management Inc.14,175$796K0.2%+17.1%0.131%
4/18/2024 Kowal Investment Group LLC11,276$633K0.1%-2.4%0.104%
4/16/2024 Wealth Enhancement Advisory Services LLC19,163$1.08M0.0%-11.4%0.177%
4/15/2024 Sunbelt Securities Inc.6,330$356K0.0%+344.5%0.058%
4/15/2024 RMR Wealth Builders3,865$217K0.0%-32.3%0.036%
2/20/2024 Voisard Asset Management Group Inc.500$26K0.0%N/A0.005%
2/16/2024Clarity Asset Management Inc.2,179$115K0.1%N/A0.020%
2/14/2024VitalStone Financial LLC520$28K0.0%-89.4%0.005%
2/14/2024Asset Allocation Strategies LLC26,116$1.38M0.5%+5.8%0.241%
2/14/2024Personal CFO Solutions LLC22,001$1.17M0.2%N/A0.203%
2/14/2024Valley Financial Group Inc.5,571$295K0.2%N/A0.051%
2/13/2024Exencial Wealth Advisors LLC89,724$4.75M0.2%+4.8%0.827%
2/12/2024Steward Partners Investment Advisory LLC4,025$213K0.0%-13.9%0.037%
2/9/2024Advisory Services Network LLC19,000$1.01M0.0%-4.9%0.175%
2/9/2024 Cambridge Investment Research Advisors Inc.46,105$2.44M0.0%-43.2%0.425%
2/9/2024Corient Private Wealth LLC348,115$18.44M0.0%-8.8%3.208%
2/9/2024D.A. Davidson & CO.18,692$990K0.0%-21.3%0.172%
2/8/2024Summit X LLC38,902$2.06M0.6%-47.6%0.359%
2/7/2024Avantax Advisory Services Inc.9,187$487K0.0%+5.9%0.085%
2/7/2024Darwin Wealth Management LLC4,196$222K0.1%-10.4%0.039%
2/7/2024 GDS Wealth Management3,955$209K0.0%N/A0.036%
2/6/2024 RMR Wealth Builders5,712$303K0.0%-58.4%0.053%
2/6/2024Lincoln National Corp56,970$3.02M0.1%-47.4%0.525%
2/6/2024Private Advisor Group LLC26,951$1.43M0.0%+8.1%0.248%
2/6/2024Commonwealth Equity Services LLC718,103$38.04M0.1%+2.5%6.618%
2/6/2024Great Valley Advisor Group Inc.14,243$754K0.0%N/A0.131%
2/5/2024Kestra Private Wealth Services LLC5,981$317K0.0%-4.8%0.055%
2/5/2024Birchcreek Wealth Management LLC4,373$232K0.1%N/A0.040%
2/2/2024Absolute Capital Management LLC32,990$1.75M1.6%+689.4%0.304%
1/30/2024Capital Analysts LLC58,417$3.09M0.2%-7.6%0.538%
1/30/2024Howard Capital Management Inc.12,898$683K0.1%N/A0.119%
1/24/2024 International Assets Investment Management LLC243,344$12.89M0.0%N/A2.243%
1/22/2024 Pallas Capital Advisors LLC11,341$601K0.0%-3.5%0.105%
1/22/2024 Kowal Investment Group LLC11,549$612K0.1%+9.2%0.106%
1/19/2024 Destiny Wealth Partners LLC5,169$272K0.1%N/A0.048%
1/18/2024Bryant Woods Investment Advisors LLC6,447$341K0.2%-18.7%0.059%
1/17/2024 Abundance Wealth Counselors213,267$11.30M2.9%-0.4%1.966%
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (Ad)

If you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)

Watch my video for all of the details
1/17/2024 Keystone Wealth Services LLC6,784$359K0.1%-59.9%0.063%
1/16/2024 Kingswood Wealth Advisors LLC6,817$361K0.0%N/A0.063%
1/16/2024 Raymond James Financial Services Advisors Inc.11,950$633K0.0%-61.2%0.110%
1/16/2024 Raymond James & Associates88,234$4.67M0.0%+42.3%0.813%
1/12/2024 Westside Investment Management Inc.12,105$641K0.2%+6.8%0.112%
1/11/2024 Brookstone Capital Management6,591$349K0.0%-13.5%0.061%
1/11/2024 Mechanics Bank Trust Department48,406$2.56M0.4%-2.3%0.446%
11/22/2023Verity Asset Management Inc.8,624$419K0.3%-11.8%0.079%
11/17/2023Asset Allocation Strategies LLC24,677$1.20M0.6%+6.5%0.227%
11/16/2023 Westside Investment Management Inc.11,330$551K0.2%+10.4%0.104%
11/16/2023VitalStone Financial LLC4,911$248K0.2%N/A0.045%
11/16/2023Advisors Capital Management LLC70,061$3.41M0.1%N/A0.646%
11/15/2023Lido Advisors LLC161,251$7.84M0.1%-1.4%1.486%
11/14/2023Tyler Stone Wealth Management17,087$831K0.5%+3.6%0.157%
11/13/2023LPL Financial LLC105,403$5.13M0.0%+10.6%0.971%
11/13/2023FMR LLC1,608,125$78.20M0.0%+68.3%14.821%
11/13/2023Envestnet Asset Management Inc.352,528$17.14M0.0%-7.1%3.249%
11/13/2023Kestra Advisory Services LLC286,355$13.93M0.1%-3.6%2.639%
11/9/2023UBS Group AG132,329$6.44M0.0%+3,657.2%1.220%
11/8/2023D.A. Davidson & CO.23,754$1.16M0.0%-5.9%0.219%
11/8/2023Exencial Wealth Advisors LLC85,584$4.16M0.2%-12.5%0.789%
11/8/2023Avantax Advisory Services Inc.8,672$422K0.0%+8.5%0.080%
11/6/2023Running Point Capital Advisors LLC47,539$2.31M1.3%+5.1%0.438%
11/6/2023Lincoln National Corp108,328$5.27M0.1%+10.2%0.998%
11/6/2023Summit X LLC74,243$3.61M1.1%-25.1%0.684%
11/4/2023Corient Private Wealth LLC381,529$18.55M0.0%-30.3%3.516%
10/30/2023 Abundance Wealth Counselors214,143$10.41M3.0%N/A1.974%
10/26/2023Absolute Capital Management LLC4,179$203K0.2%N/A0.039%
10/25/2023 Kowal Investment Group LLC10,572$514K0.1%-5.9%0.097%
10/24/2023 Raymond James Financial Services Advisors Inc.30,782$1.50M0.0%-6.7%0.284%
10/24/2023 Raymond James & Associates61,998$3.02M0.0%-0.4%0.571%
10/24/2023 Cambridge Investment Research Advisors Inc.81,192$3.95M0.0%-9.1%0.748%
10/23/2023 RMR Wealth Builders13,723$667K0.1%N/A0.126%
10/23/2023Commonwealth Equity Services LLC700,404$34.06M0.1%+3.8%6.455%
10/13/2023 Weaver Consulting Group45,607$2.22M1.0%-6.7%0.420%
10/12/2023IFP Advisors Inc3,068$149K0.0%-47.8%0.028%
10/11/2023AE Wealth Management LLC41,574$2.02M0.0%+29.4%0.383%
10/11/2023 Mechanics Bank Trust Department49,560$2.41M0.4%+5.4%0.457%
10/5/2023 Keystone Wealth Services LLC16,921$823K0.3%N/A0.156%
8/23/2023Rehmann Capital Advisory Group25,510$1.28M0.1%-22.4%0.235%
8/21/2023Osaic Holdings Inc.389,294$19.50M0.0%-8.0%3.588%
8/16/2023Verity Asset Management Inc.9,782$490K0.4%-47.6%0.090%
8/11/2023Kestra Advisory Services LLC296,942$14.88M0.1%+7.2%2.737%
8/11/2023D.A. Davidson & CO.25,235$1.27M0.0%-1.6%0.233%
8/10/2023Osaic Holdings Inc.389,294$19.50M0.0%-8.0%3.588%
8/10/2023Commonwealth Equity Services LLC674,639$33.81M0.1%-4.8%6.218%
8/10/2023Private Advisor Group LLC25,125$1.27M0.0%-4.1%0.232%
8/10/2023Cetera Advisor Networks LLC17,608$882K0.0%-25.1%0.162%
8/10/2023Cetera Investment Advisers44,912$2.25M0.0%+13.1%0.414%
8/10/2023Summit X LLC99,111$4.97M1.2%+0.6%0.913%
Move Your Money Before May 22 (Ad)

The SIX WORDS That Could Destroy America... And The Value of Your Savings. He predicted the dangerous rise of inflation... the death of the 60/40 portfolio... and now, this 40-year market veteran and retirement expert is stepping forward with a new must-see warning for every American. It involves the world's most powerful investors, central bankers, and America's most bitter geopolitical rivals.

Here's where Dr. David Eifrig says to move your money immediately.
8/9/2023Flow Traders U.S. LLC20,595$1.03M0.0%N/A0.190%
8/9/2023Lido Advisors LLC163,496$8.19M0.1%-6.4%1.521%
8/8/2023Kestra Private Wealth Services LLC6,187$310K0.0%+44.8%0.058%
8/8/2023Prospera Financial Services Inc22,047$1.11M0.0%N/A0.205%
8/7/2023Lincoln National Corp98,311$4.93M0.1%-1.4%0.915%
8/4/2023Envestnet Asset Management Inc.379,395$19.01M0.0%+1.2%3.529%
8/4/2023IFP Advisors Inc5,875$183K0.0%-30.3%0.055%
8/3/2023Samalin Investment Counsel LLC10,376$520K0.3%-2.8%0.097%
8/2/2023Bank of Montreal Can8,015$402K0.0%N/A0.075%
8/2/2023Sigma Planning Corp6,954$348K0.0%-15.7%0.065%
(Data available from 1/1/2016 forward)

FDLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDLO shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Fidelity Low Volatility Factor ETF. The most heavily invested institutionals were FMR LLC ($78.20M), Commonwealth Equity Services LLC ($38.04M), Roosevelt Investment Group LLC ($21.53M), Osaic Holdings Inc. ($19.50M), Advisor Group Holdings Inc. ($19.27M), Corient Private Wealth LLC ($18.44M), and Envestnet Asset Management Inc. ($17.14M).Learn more on FDLO's institutional investors.

Which institutional investors have been buying Fidelity Low Volatility Factor ETF stock?

Of the 75 institutional investors that purchased Fidelity Low Volatility Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Verity Asset Management Inc. ($754.31K), FMR LLC ($652.64K), International Assets Investment Management LLC ($255.34K), Abundance Wealth Counselors ($249.55K), Kestra Advisory Services LLC ($178.66K), Commonwealth Equity Services LLC ($174.07K), and Envestnet Asset Management Inc. ($163.89K).

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

Institutional investors have bought a total of 3,960,181 shares in the last 24 months. This purchase volume represents approximately $193.00M in transactions.

Which Fidelity Low Volatility Factor ETF major shareholders have been selling company stock?

Of the 51 institutional investors that sold Fidelity Low Volatility Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bryant Woods Investment Advisors LLC ($248.12K), Corient Private Wealth LLC ($199.52K), Ameritas Advisory Services LLC ($176.18K), Commonwealth Equity Services LLC ($106.57K), AE Wealth Management LLC ($97.41K), Lincoln National Corp ($82.79K), and Osaic Holdings Inc. ($68.07K).

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

Institutional investors have sold a total of 1,534,813 shares in the last 24 months. This volume of shares sold represents approximately $74.92M in transactions.


Related Companies:
This page (NYSEARCA:FDLO) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
These AI trades triggered this morning (545% return)
Prosper Trading Academy
Exposed: 10 CENT Crypto to Explode April 20th?
True Market Insiders
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
He Is Giving Away Bitcoin
Crypto Swap Profits
Fed launches fourth dollar overhaul
Stansberry Research
Biden out June 13; Kamala won’t replace him?
Paradigm Press