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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

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$50.04
+0.01 (+0.02%)
(As of 05/17/2024 ET)
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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)
31
Total
Institutional Inflows
(last 12 months)
$50.14M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$16.46M
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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
5/16/2024 Sugar Maple Asset Management LLC8,496$425K0.4%N/A0.098%
5/16/2024 Kraft Davis & Associates LLC54,515$2.72M0.8%-51.5%0.627%
5/9/2024 RFP Financial Group LLC30,071$1.50M0.6%N/A0.346%
5/9/2024 Planning Directions Inc.61,439$3.07M2.1%+93.9%0.706%
5/6/2024 Envestnet Portfolio Solutions Inc.4,865$243K0.0%-8.6%0.055%
4/29/2024Commonwealth Equity Services LLC179,804$8.99M0.0%+17.2%2.020%
4/26/2024 Acute Investment Advisory LLC240,623$12.02M8.1%+1.7%2.704%
4/25/2024 Cambridge Investment Research Advisors Inc.35,856$1.79M0.0%+99.6%0.403%
4/23/2024 Genesee Capital Advisors LLC14,407$720K0.4%+1.8%0.162%
4/15/2024 Brookstone Capital Management17,805$890K0.0%-5.6%0.426%
2/9/2024 Advisory Services Network LLC8,850$442K0.0%-30.9%0.212%
2/9/2024 Wells Fargo & Company MN281,014$14.02M0.0%+118.4%6.723%
2/9/2024 Gladstone Institutional Advisory LLC5,555$277K0.0%N/A0.133%
2/9/2024 UBS Group AG290,096$14.47M0.0%-33.2%6.940%
2/8/2024 Main Street Financial Solutions LLC7,880$393K0.1%-8.4%0.189%
2/7/2024 Envestnet Portfolio Solutions Inc.5,322$266K0.0%N/A0.127%
2/7/2024 Principal Securities Inc.9,018$450K0.0%N/A0.216%
2/6/2024 Private Advisor Group LLC5,968$298K0.0%+19.4%0.143%
2/5/2024 Birchcreek Wealth Management LLC9,805$489K0.3%-6.2%0.235%
2/3/2024Cedar Point Capital Partners LLC93,380$4.66M3.9%N/A2.234%
1/31/2024 Planning Directions Inc.31,681$1.58M1.1%N/A0.758%
1/31/2024 Kraft Davis & Associates LLC112,474$5.63M1.7%-14.0%2.691%
1/30/2024 Acute Investment Advisory LLC236,574$11.80M7.0%+2.9%5.660%
1/25/2024 International Assets Investment Management LLC20,207$1.01M0.0%N/A0.483%
1/25/2024 Strategic Blueprint LLC5,111$255K0.0%-6.1%0.122%
1/24/2024 International Assets Investment Management LLC20,207$1.01M0.0%N/A0.483%
1/24/2024 Seed Wealth Management Inc.8,700$434K0.4%-33.1%0.208%
1/22/2024 Glass Jacobson Investment Advisors llc940$47K0.0%-63.9%0.022%
1/22/2024 Secure Asset Management LLC85,143$4.25M1.1%+1.5%2.037%
1/17/2024 Kingdom Financial Group LLC.6,778$338K0.3%+46.0%0.162%
1/16/2024 Raymond James Financial Services Advisors Inc.26,978$1.35M0.0%+172.7%0.645%
1/11/2024 Brookstone Capital Management18,860$941K0.0%+4.1%0.451%
11/15/2023 Seldon Capital LP8,075$400K0.3%N/A0.193%
11/13/2023 Kestra Advisory Services LLC21,678$1.07M0.0%N/A0.519%
11/9/2023 UBS Group AG433,959$21.50M0.0%-17.1%10.382%
11/8/2023 HighTower Advisors LLC20,211$1.00M0.0%N/A0.484%
11/7/2023 Glass Jacobson Investment Advisors llc2,606$129K0.1%+32.6%0.062%
10/25/2023 BluePath Capital Management LLC562$28K0.0%N/A0.013%
10/25/2023 Genesee Capital Advisors LLC13,950$691K0.5%-2.7%0.334%
10/24/2023 Acute Investment Advisory LLC229,920$11.39M6.8%N/A5.500%
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10/24/2023 Birchcreek Wealth Management LLC10,453$518K0.4%N/A0.250%
10/24/2023 Cambridge Investment Research Advisors Inc.10,345$512K0.0%+30.2%0.247%
10/23/2023Commonwealth Equity Services LLC182,441$9.04M0.0%+3.3%4.365%
10/20/2023 Brookstone Capital Management18,122$897K0.0%N/A0.434%
10/18/2023 Secure Asset Management LLC83,878$4.16M1.2%-0.8%2.007%
10/18/2023 Strategic Blueprint LLC5,442$270K0.0%+6.5%0.130%
10/16/2023 Kraft Davis & Associates LLC130,812$6.47M2.4%-1.4%3.129%
10/16/2023 Kingdom Financial Group LLC.4,641$230K0.2%N/A0.111%
10/11/2023 AE Wealth Management LLC101,224$5.02M0.0%+12.0%2.422%
10/10/2023 Wealth Alliance Advisory Group LLC10,260$508K0.2%N/A0.245%
8/10/2023 Osaic Holdings Inc.139,998$6.98M0.0%+38.2%3.349%
8/10/2023Commonwealth Equity Services LLC176,698$8.80M0.0%+10.8%4.227%
8/4/2023 Envestnet Asset Management Inc.57,074$2.84M0.0%+433.0%1.365%
8/3/2023 New Millennium Group LLC1,651$82K0.1%-38.9%0.039%
7/31/2023 LPL Financial LLC43,289$2.16M0.0%+13.6%1.036%
7/27/2023 J.W. Cole Advisors Inc.4,161$207K0.0%-7.0%0.100%
7/26/2023 Glass Jacobson Investment Advisors llc1,966$98K0.0%N/A0.047%
7/25/2023 Raymond James Financial Services Advisors Inc.9,892$493K0.0%-23.0%0.237%
7/17/2023 Genesee Capital Advisors LLC14,339$714K0.5%N/A0.343%
7/14/2023 Alhambra Investment Partners LLC4,530$226K0.1%-13.4%0.108%
7/13/2023 Secure Asset Management LLC84,561$4.21M1.3%+65.9%2.023%
7/13/2023 Cambridge Investment Research Advisors Inc.7,947$396K0.0%+14.4%0.190%
7/10/2023 AE Wealth Management LLC90,403$4.50M0.0%+19.0%2.163%
7/6/2023 Capital Market Strategies LLC7,395$368K0.3%N/A0.177%
5/11/2023 Colonial Trust Co SC2,000$99K0.0%-38.9%0.048%
5/11/2023 Envestnet Asset Management Inc.10,708$532K0.0%+14.2%0.256%
5/11/2023Commonwealth Equity Services LLC159,483$7.92M0.0%+13.6%3.815%
5/5/2023 Capital Analysts LLC1,578$78K0.0%N/A0.038%
5/3/2023 Axxcess Wealth Management LLC6,196$308K0.0%-3.2%0.148%
4/28/2023 New Millennium Group LLC2,704$134K0.1%-15.8%0.065%
4/28/2023 Strategic Blueprint LLC6,152$305K0.0%-9.3%0.147%
4/24/2023 Forte Asset Management LLC5,090$254K0.2%-9.5%0.122%
4/21/2023 Kovack Advisors Inc.7,088$352K0.0%+32.3%0.170%
4/18/2023 Alhambra Investment Partners LLC5,230$260K0.2%-4.6%0.125%
4/14/2023 AE Wealth Management LLC75,982$3.77M0.0%-25.5%1.818%
4/14/2023 Raymond James Financial Services Advisors Inc.12,851$638K0.0%-19.0%0.307%
4/13/2023 Secure Asset Management LLC50,984$2.53M0.8%+10.7%1.220%
3/6/2023 OLD Mission Capital LLC575$28K0.0%N/A0.000%
2/14/2023Lumature Wealth Partners LLC7,886$390K0.2%-55.6%0.000%
2/10/2023 Advisor Group Holdings Inc.93,986$4.65M0.0%+4.3%0.000%
2/9/2023 Mercer Global Advisors Inc. ADV21,415$1.06M0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.15,867$785K0.0%+61.3%0.000%
2/8/2023 Belpointe Asset Management LLC1,087$54K0.0%N/A0.000%
2/8/2023 UBS Group AG618,326$30.60M0.0%-6.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.6,595$326K0.0%N/A0.000%
2/8/2023 Main Street Financial Solutions LLC8,578$424K0.1%-14.8%0.000%
2/7/2023 New Millennium Group LLC3,213$159K0.2%-7.5%0.000%
2/7/2023Commonwealth Equity Services LLC140,372$6.95M0.0%-24.4%0.000%
2/7/2023 LPL Financial LLC17,198$851K0.0%+51.9%0.000%
2/7/2023IFP Advisors Inc1,067$54K0.0%-50.3%0.000%
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2/6/2023 Glass Jacobson Investment Advisors llc2,061$102K0.1%N/A0.000%
1/31/2023 Kestra Advisory Services LLC6,027$298K0.0%-18.7%0.000%
1/31/2023 AE Wealth Management LLC101,963$5.05M0.0%-1.3%0.000%
1/31/2023 Seed Wealth Management Inc.13,000$643K0.7%N/A0.000%
1/26/2023 Strategic Blueprint LLC6,783$336K0.0%-42.0%0.000%
1/20/2023 Secure Asset Management LLC46,061$2.28M0.8%N/A0.000%
1/19/2023 Alhambra Investment Partners LLC5,480$271K0.2%-32.2%0.000%
11/15/2022 Sowell Financial Services LLC12,367$612K0.1%N/A0.000%
11/15/2022Commonwealth Equity Services LLC185,786$9.17M0.0%+3.4%0.000%
11/14/2022 Kovack Advisors Inc.5,430$268K0.0%+27.3%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, 57 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 ($12.02M), Creative Financial Designs Inc. ADV ($11.67M), Commonwealth Equity Services LLC ($8.99M), Osaic Holdings Inc. ($6.98M), and AE Wealth Management LLC ($5.02M).Learn more on FLDR's institutional investors.

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

Of the 44 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: Acute Investment Advisory LLC ($240.62K), Creative Financial Designs Inc. ADV ($235.51K), Lumature Wealth Partners LLC ($178.08K), Wells Fargo & Company MN ($152.34K), AE Wealth Management LLC ($114.79K), Commonwealth Equity Services LLC ($105.67K), and Cedar Point Capital Partners LLC ($93.38K).

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

Institutional investors have bought a total of 1,723,910 shares in the last 24 months. This purchase volume represents approximately $85.61M in transactions.

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

Of the 29 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 ($299.07K), Lumature Wealth Partners LLC ($170.20K), AE Wealth Management LLC ($166.84K), Kraft Davis & Associates LLC ($78.13K), Commonwealth Equity Services LLC ($45.41K), Strategic Blueprint LLC ($9.34K), and New Millennium Group LLC ($6.43K).

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

Institutional investors have sold a total of 815,380 shares in the last 24 months. This volume of shares sold represents approximately $40.45M in transactions.


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This page (BATS:FLDR) was last updated on 5/19/2024 by MarketBeat.com Staff

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