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FDEV Institutional Ownership

Fidelity International Multifactor ETF
1W: -2.7% 1M: -4.9% 3M: -0.6% YTD: +3.2% 1Y: +9.3% 3Y: +55.9% 5Y: +37.2%
$36.05
+0.26 (+0.73%)
 
Weekly Expected Move ±1.6%
$35 $35 $36 $37 $37
ETF CBOE · AUM $264.5M

Institutional Ownership — FDEV

49
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
90M
Total Invested
7
New Positions
19
Increased
20
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (53 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COMMONWEALTH EQUITY SERVICES, LLC 653,190 $24M -24,314 -3.6% 23Q SEC ↗
2 RAYMOND JAMES FINANCIAL INC 444,929 $16M +7,452 +1.7% 5Q SEC ↗
3 AE Wealth Management LLC 377,266 $14M +377,207 +639333.9% 5Q SEC ↗
4 JANE STREET GROUP, LLC 97,989 $4M +15,916 +19.4% 11Q SEC ↗
5 JPMORGAN CHASE & CO 95,511 $3M +4,832 +5.3% 6Q SEC ↗
6 Apex Wealth Management, LLC 93,411 $3M -943 -1.0% 5Q SEC ↗
7 ENVESTNET ASSET MANAGEMENT INC 90,073 $3M -25,690 -22.2% 5Q SEC ↗
8 CITADEL ADVISORS LLC 82,534 $3M -59,898 -42.1% 5Q SEC ↗
9 OSAIC HOLDINGS, INC. 60,877 $2M +54,451 +847.4% 26Q SEC ↗
10 Cetera Investment Advisers 59,218 $2M +8,235 +16.2% 5Q SEC ↗
11 &PARTNERS 45,053 $2M -526 -1.2% 3Q SEC ↗
12 MORGAN STANLEY 40,435 $1M +40,392 +93934.9% 6Q SEC ↗
13 FMR LLC 40,165 $1M +6,184 +18.2% 10Q SEC ↗
14 Midwest Financial Network, LLC 38,689 $1M +16,892 +77.5% 2Q SEC ↗
15 Elm3 Financial Group, LLC 38,361 $1M +160 +0.4% 6Q SEC ↗
16 ROYAL BANK OF CANADA 36,895 $1M -21,396 -36.7% 25Q SEC ↗
17 FLOW TRADERS U.S. LLC 35,871 $1M -38,927 -52.0% 2Q SEC ↗
18 Kestra Advisory Services, LLC 35,760 $1M -17,308 -32.6% 11Q SEC ↗
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 25,243 $910K — +0.0% 1Q SEC ↗
20 RCS Financial Planning, LLC 21,240 $766K -4,424 -17.2% 2Q SEC ↗
21 KESTRA PRIVATE WEALTH SERVICES, LLC 17,687 $638K +2,134 +13.7% 13Q SEC ↗
22 Arkadios Wealth Advisors 15,390 $555K +534 +3.6% 3Q SEC ↗
23 Cambridge Investment Research Advisors 15,008 $541K +3,592 +31.5% 2Q SEC ↗
24 LPL Financial LLC 12,153 $438K +3,275 +36.9% 5Q SEC ↗
25 FINANCIAL MANAGEMENT NETWORK INC 10,185 $367K -55 -0.5% 18Q SEC ↗
26 TWIN PEAKS WEALTH ADVISORS, LLC 9,088 $328K +8,498 +1440.3% 2Q SEC ↗
27 CENTAURUS FINANCIAL, INC. 8,764 $316K -37 -0.4% 22Q SEC ↗
28 WEALTH ENHANCEMENT ADVISORY SERVICES, 8,188 $295K -2,428 -22.9% 2Q SEC ↗
29 HRT FINANCIAL LP 7,635 $275K +1,903 +33.2% 2Q SEC ↗
30 ShoreHaven Wealth Partners, LLC 6,453 $233K -1,036 -13.8% 3Q SEC ↗
31 Farther Finance Advisors, LLC 5,023 $181K -3,295 -39.6% 10Q SEC ↗
32 LifeSteps Financial, Inc. NEW 4,986 $180K — +0.0% 1Q SEC ↗
33 Arax Advisory Partners NEW 2,418 $87K — +0.0% 1Q SEC ↗
34 IFP Advisors, Inc 2,294 $83K +702 +44.1% 3Q SEC ↗
35 HARBOUR INVESTMENTS, INC. 2,072 $75K +23 +1.1% 2Q SEC ↗
36 WELLS FARGO & COMPANY/MN 1,874 $68K — +0.0% 15Q SEC ↗
37 Sunbelt Securities, Inc. 844 $30K +1 +0.1% 13Q SEC ↗
38 Cornerstone Planning Group LLC 760 $27K -1,039 -57.8% 4Q SEC ↗
39 CREATIVE FINANCIAL DESIGNS INC /ADV 375 $14K -4 -1.1% 3Q SEC ↗
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 329 $12K +131 +66.2% 6Q SEC ↗
41 FIDUCIARY FINANCIAL ADVISORS NEW 225 $8K — +0.0% 1Q SEC ↗
42 VANGUARD ADVISERS INC 193 $7K — +0.0% 2Q SEC ↗
43 Private Wealth Asset Management, LLC NEW 110 $4K — +0.0% 1Q SEC ↗
44 MERCER GLOBAL ADVISORS INC /ADV NEW 37 $1K — +0.0% 1Q SEC ↗
45 UBS Group AG 33 $1K -1,226 -97.4% 2Q SEC ↗
46 ASSETMARK, INC 26 $1K -1 -3.7% 6Q SEC ↗
47 Integrated Wealth Concepts LLC NEW 5 $0K — +0.0% 1Q SEC ↗
48 Abound Wealth Management 1 $0K -2 -66.7% 2Q SEC ↗
49 Allworth Financial LP 0 $0K — — 5Q SEC ↗
50 J.W. COLE ADVISORS, INC. 0 $0K -5,845 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
AE Wealth Management LLC +377,207 +639333.9% 377,266
OSAIC HOLDINGS, INC. +54,451 +847.4% 60,877
MORGAN STANLEY +40,392 +93934.9% 40,435
Midwest Financial Network, LLC +16,892 +77.5% 38,689
JANE STREET GROUP, LLC +15,916 +19.4% 97,989
TWIN PEAKS WEALTH ADVISORS, LLC +8,498 +1440.3% 9,088
Cetera Investment Advisers +8,235 +16.2% 59,218
RAYMOND JAMES FINANCIAL INC +7,452 +1.7% 444,929
FMR LLC +6,184 +18.2% 40,165
JPMORGAN CHASE & CO +4,832 +5.3% 95,511
Cambridge Investment Research Advis +3,592 +31.5% 15,008
LPL Financial LLC +3,275 +36.9% 12,153
KESTRA PRIVATE WEALTH SERVICES, LLC +2,134 +13.7% 17,687
HRT FINANCIAL LP +1,903 +33.2% 7,635
IFP Advisors, Inc +702 +44.1% 2,294
Arkadios Wealth Advisors +534 +3.6% 15,390
Elm3 Financial Group, LLC +160 +0.4% 38,361
NORTHWESTERN MUTUAL WEALTH MANAGEME +131 +66.2% 329
HARBOUR INVESTMENTS, INC. +23 +1.1% 2,072
Sunbelt Securities, Inc. +1 +0.1% 844
Biggest Decreases (19)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -59,898 -42.1% 82,534
FLOW TRADERS U.S. LLC -38,927 -52.0% 35,871
ENVESTNET ASSET MANAGEMENT INC -25,690 -22.2% 90,073
COMMONWEALTH EQUITY SERVICES, LLC -24,314 -3.6% 653,190
ROYAL BANK OF CANADA -21,396 -36.7% 36,895
Kestra Advisory Services, LLC -17,308 -32.6% 35,760
RCS Financial Planning, LLC -4,424 -17.2% 21,240
Farther Finance Advisors, LLC -3,295 -39.6% 5,023
WEALTH ENHANCEMENT ADVISORY SERVICE -2,428 -22.9% 8,188
UBS Group AG -1,226 -97.4% 33
Cornerstone Planning Group LLC -1,039 -57.8% 760
ShoreHaven Wealth Partners, LLC -1,036 -13.8% 6,453
Apex Wealth Management, LLC -943 -1.0% 93,411
&PARTNERS -526 -1.2% 45,053
FINANCIAL MANAGEMENT NETWORK INC -55 -0.5% 10,185
CENTAURUS FINANCIAL, INC. -37 -0.4% 8,764
CREATIVE FINANCIAL DESIGNS INC /ADV -4 -1.1% 375
Abound Wealth Management -2 -66.7% 1
ASSETMARK, INC -1 -3.7% 26

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms