FDLO Institutional Ownership
Fidelity Low Volatility Factor ETF
1W: -0.3%
1M: -1.8%
3M: +1.6%
YTD: +6.7%
1Y: +8.3%
3Y: +51.0%
5Y: +54.7%
$71.20
+0.36 (+0.51%)
Weekly Expected Move ±1.3%
$69
$70
$71
$72
$73
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FDLO
192
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
992M
Total Invested
29
New Positions
56
Increased
69
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (207 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 8,130,998 | $579M | -818,506 | -9.1% | 32Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 701,383 | $50M | -11,423 | -1.6% | 34Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 534,296 | $38M | +9,779 | +1.9% | 31Q | SEC ↗ |
| 4 | LPL Financial LLC | 425,154 | $30M | +7,469 | +1.8% | 28Q | SEC ↗ |
| 5 | Campbell Deegan Wealth Management, LLC | 337,359 | $24M | +6,531 | +2.0% | 7Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 281,823 | $20M | -20,665 | -6.8% | 15Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 269,229 | $19M | +12,728 | +5.0% | 15Q | SEC ↗ |
| 8 | Ameritas Advisory Services, LLC | 254,114 | $18M | +147,473 | +138.3% | 19Q | SEC ↗ |
| 9 | AE Wealth Management LLC | 215,183 | $15M | +22,059 | +11.4% | 27Q | SEC ↗ |
| 10 | Corient Private Wealth LP | 186,302 | $13M | +175,761 | +1667.4% | 15Q | SEC ↗ |
| 11 | SEGALL BRYANT & HAMILL, LLC | 186,105 | $13M | -6,142 | -3.2% | 8Q | SEC ↗ |
| 12 | Cerity Partners LLC | 182,143 | $13M | -19,678 | -9.8% | 8Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 172,164 | $12M | -28,297 | -14.1% | 24Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 145,468 | $10M | -1,260 | -0.9% | 7Q | SEC ↗ |
| 15 | 49 WEALTH MANAGEMENT, LLC NEW | 133,211 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 16 | ALONGSIDE, LLC NEW | 133,211 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 123,304 | $9M | +7,240 | +6.2% | 19Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 121,023 | $9M | +38,494 | +46.6% | 26Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 116,662 | $8M | +78,260 | +203.8% | 9Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 112,946 | $8M | -5,648 | -4.8% | 27Q | SEC ↗ |
| 21 | GFG Capital, LLC | 100,671 | $7M | -3,405 | -3.3% | 12Q | SEC ↗ |
| 22 | Lido Advisors, LLC | 99,075 | $7M | -10,264 | -9.4% | 30Q | SEC ↗ |
| 23 | KENNEDY INVESTMENT GROUP, INC. NEW | 96,159 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Mechanics Bank Trust Department | 93,546 | $7M | +9,450 | +11.2% | 21Q | SEC ↗ |
| 25 | Abundance Wealth Counselors | 91,006 | $6M | +28,346 | +45.2% | 8Q | SEC ↗ |
| 26 | Savant Capital, LLC NEW | 76,680 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 27 | EXENCIAL WEALTH ADVISORS, LLC | 76,254 | $5M | -2,971 | -3.8% | 24Q | SEC ↗ |
| 28 | MORGAN STANLEY | 62,188 | $4M | -84,713 | -57.7% | 29Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 60,738 | $4M | +1,554 | +2.6% | 12Q | SEC ↗ |
| 30 | TWO SIGMA INVESTMENTS, LP NEW | 57,000 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Envision Financial Transparency, LLC NEW | 55,268 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 44,854 | $3M | +10,164 | +29.3% | 14Q | SEC ↗ |
| 33 | Weaver Consulting Group | 42,778 | $3M | -306 | -0.7% | 30Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,397 | $3M | +3,695 | +10.1% | 3Q | SEC ↗ |
| 35 | Cambridge Investment Research Advisors | 35,261 | $3M | -2,803 | -7.4% | 33Q | SEC ↗ |
| 36 | Capital Analysts, LLC | 31,456 | $2M | -717 | -2.2% | 28Q | SEC ↗ |
| 37 | KESTRA PRIVATE WEALTH SERVICES, LLC | 30,954 | $2M | -854 | -2.7% | 8Q | SEC ↗ |
| 38 | Advisors Capital Management, LLC | 30,453 | $2M | -2,171 | -6.7% | 12Q | SEC ↗ |
| 39 | Strategic Blueprint, LLC | 29,270 | $2M | +3,295 | +12.7% | 5Q | SEC ↗ |
| 40 | DONALDSON CAPITAL MANAGEMENT, LLC NEW | 28,852 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 23,473 | $2M | +390 | +1.7% | 27Q | SEC ↗ |
| 42 | Tempus Wealth Planning, LLC | 22,081 | $2M | -13 | -0.1% | 7Q | SEC ↗ |
| 43 | Argent Trust Co | 22,008 | $2M | — | +0.0% | 26Q | SEC ↗ |
| 44 | Rehmann Capital Advisory Group | 20,877 | $1M | — | +0.0% | 26Q | SEC ↗ |
| 45 | J.W. COLE ADVISORS, INC. NEW | 19,522 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Sequent Asset Management, LLC | 17,010 | $1M | — | +0.0% | 22Q | SEC ↗ |
| 47 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15,984 | $1M | -286 | -1.8% | 12Q | SEC ↗ |
| 48 | Envestnet Portfolio Solutions, Inc. | 15,281 | $1M | +402 | +2.7% | 9Q | SEC ↗ |
| 49 | Roxbury Financial LLC | 15,230 | $1M | +493 | +3.3% | 7Q | SEC ↗ |
| 50 | Pallas Capital Advisors LLC | 13,937 | $992K | -20 | -0.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ALONGSIDE, LLC | 133,211 | $9M |
| 49 WEALTH MANAGEMENT, LLC | 133,211 | $9M |
| KENNEDY INVESTMENT GROUP, INC. | 96,159 | $7M |
| Savant Capital, LLC | 76,680 | $5M |
| TWO SIGMA INVESTMENTS, LP | 57,000 | $4M |
| Envision Financial Transparency, LL | 55,268 | $4M |
| DONALDSON CAPITAL MANAGEMENT, LLC | 28,852 | $2M |
| J.W. COLE ADVISORS, INC. | 19,522 | $1M |
| City Center Advisors, LLC | 6,224 | $443K |
| OneAscent Financial Services LLC | 4,215 | $300K |
| Drake & Associates, LLC | 4,129 | $294K |
| SEI INVESTMENTS CO | 3,819 | $272K |
| AXXCESS WEALTH MANAGEMENT, LLC | 3,108 | $221K |
| Baker Avenue Asset Management, LP | 2,962 | $211K |
| Global Retirement Partners, LLC | 2,007 | $143K |
| Regatta Research & Money Management | 1,323 | $94K |
| Qube Research & Technologies Ltd | 822 | $59K |
| PRIVATE TRUST CO NA | 797 | $57K |
| CoreCap Advisors, LLC | 585 | $42K |
| COMPASS FINANCIAL MANAGEMENT LLC | 335 | $24K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Howard Capital Management Inc. | 233,344 | $17M |
| SYKON CAPITAL LLC | 183,619 | $13M |
| FIRST TRUST ADVISORS LP | 123,227 | $9M |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 87,683 | $6M |
| SILVER OAK SECURITIES, INCORPORATED | 26,009 | $2M |
| OmniStar Financial Group, Inc. | 24,540 | $2M |
| Hershey Financial Advisers, LLC | 18,727 | $1M |
| CITADEL ADVISORS LLC | 16,091 | $1M |
| CITIGROUP INC | 9,055 | $645K |
| Snider Financial Group | 5,760 | $410K |
| Independent Advisor Alliance | 4,115 | $293K |
| Kestra Investment Management, LLC | 3,624 | $258K |
| RMR Wealth Builders | 3,224 | $230K |
| TRUIST FINANCIAL CORP | 3,109 | $221K |
| Key Financial Inc | 2,427 | $173K |
| Clarity Asset Management, Inc. | 2,253 | $160K |
| Destiny Wealth Partners, LLC | 1,904 | $136K |
| MAI Capital Management | 613 | $44K |
| Legacy Wealth Managment, LLC/ID | 469 | $33K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 393 | $28K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Corient Private Wealth LP | +175,761 | +1667.4% | 186,302 |
| Ameritas Advisory Services, LLC | +147,473 | +138.3% | 254,114 |
| GOLDMAN SACHS GROUP INC | +78,260 | +203.8% | 116,662 |
| OSAIC HOLDINGS, INC. | +38,494 | +46.6% | 121,023 |
| Abundance Wealth Counselors | +28,346 | +45.2% | 91,006 |
| AE Wealth Management LLC | +22,059 | +11.4% | 215,183 |
| Cetera Investment Advisers | +12,728 | +5.0% | 269,229 |
| JPMORGAN CHASE & CO | +10,164 | +29.3% | 44,854 |
| ENVESTNET ASSET MANAGEMENT INC | +9,779 | +1.9% | 534,296 |
| Mechanics Bank Trust Department | +9,450 | +11.2% | 93,546 |
| LPL Financial LLC | +7,469 | +1.8% | 425,154 |
| NewEdge Advisors, LLC | +7,240 | +6.2% | 123,304 |
| Campbell Deegan Wealth Management, | +6,531 | +2.0% | 337,359 |
| MML INVESTORS SERVICES, LLC | +6,311 | +131.9% | 11,094 |
| HARBOUR INVESTMENTS, INC. | +5,299 | +137.4% | 9,155 |
| CWM, LLC | +4,092 | +71.9% | 9,785 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,695 | +10.1% | 40,397 |
| Strategic Blueprint, LLC | +3,295 | +12.7% | 29,270 |
| UBS Group AG | +3,159 | +57.2% | 8,685 |
| CAPTRUST FINANCIAL ADVISORS | +1,627 | +26.8% | 7,693 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -818,506 | -9.1% | 8,130,998 |
| MORGAN STANLEY | -84,713 | -57.7% | 62,188 |
| Kestra Advisory Services, LLC | -28,297 | -14.1% | 172,164 |
| BANK OF AMERICA CORP /DE | -20,665 | -6.8% | 281,823 |
| Cerity Partners LLC | -19,678 | -9.8% | 182,143 |
| JANE STREET GROUP, LLC | -18,497 | -75.0% | 6,151 |
| COMMONWEALTH EQUITY SERVICES, LLC | -11,423 | -1.6% | 701,383 |
| Lido Advisors, LLC | -10,264 | -9.4% | 99,075 |
| Rockefeller Capital Management L.P. | -7,682 | -37.5% | 12,828 |
| Integrated Advisors Network LLC | -6,751 | -57.5% | 4,997 |
| SEGALL BRYANT & HAMILL, LLC | -6,142 | -3.2% | 186,105 |
| ROYAL BANK OF CANADA | -5,648 | -4.8% | 112,946 |
| GFG Capital, LLC | -3,405 | -3.3% | 100,671 |
| EXENCIAL WEALTH ADVISORS, LLC | -2,971 | -3.8% | 76,254 |
| Cambridge Investment Research Advis | -2,803 | -7.4% | 35,261 |
| Smart Money Group LLC | -2,267 | -16.6% | 11,363 |
| Advisors Capital Management, LLC | -2,171 | -6.7% | 30,453 |
| Strategic Advocates LLC | -2,120 | -29.3% | 5,108 |
| Brookstone Capital Management | -1,867 | -22.2% | 6,550 |
| CARY STREET PARTNERS FINANCIAL LLC | -1,690 | -19.9% | 6,794 |