FLDR Institutional Ownership
Fidelity Low Duration Bond Factor ETF
1W: +0.0%
1M: -0.5%
3M: -0.8%
YTD: -0.3%
1Y: -0.2%
3Y: +12.4%
5Y: +16.2%
$49.76
+0.00 (+0.00%)
Weekly Expected Move ±0.2%
$50
$50
$50
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — FLDR
141
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
988M
Total Invested
18
New Positions
54
Increased
53
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (160 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 8,873,080 | 442M | +8,863,473 | +92260.6% | 16Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 1,245,406 | 62M | +170,194 | +15.8% | 27Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 890,174 | 44M | +19,408 | +2.2% | 7Q | SEC ↗ |
| 4 | Athena Wealth Management, LLC | 812,484 | 40M | +73,167 | +9.9% | 3Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 689,383 | 34M | -154,670 | -18.3% | 31Q | SEC ↗ |
| 6 | LPL Financial LLC | 525,613 | 26M | +7,260 | +1.4% | 25Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 454,714 | 23M | +27,406 | +6.4% | 26Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 406,348 | 20M | +104,206 | +34.5% | 12Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 309,601 | 15M | -16,162 | -5.0% | 15Q | SEC ↗ |
| 10 | WEALTH MANAGEMENT RESOURCES, INC. NEW | 304,171 | 15M | — | +0.0% | 1Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 297,206 | 15M | +40,736 | +15.9% | 13Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 295,935 | 15M | +231,644 | +360.3% | 7Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 246,964 | 12M | +81,985 | +49.7% | 26Q | SEC ↗ |
| 14 | MORGAN STANLEY | 241,780 | 12M | -109,576 | -31.2% | 21Q | SEC ↗ |
| 15 | Stratos Wealth Partners, LTD. | 225,336 | 11M | +214,797 | +2038.1% | 6Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 207,532 | 10M | +18,496 | +9.8% | 16Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 206,400 | 10M | +205,895 | +40771.3% | 5Q | SEC ↗ |
| 18 | Sowell Financial Services LLC | 185,411 | 9M | +36,848 | +24.8% | 3Q | SEC ↗ |
| 19 | WealthTrust Axiom LLC | 185,258 | 9M | +8,672 | +4.9% | 6Q | SEC ↗ |
| 20 | Koshinski Asset Management, Inc. | 180,663 | 9M | +4,829 | +2.7% | 4Q | SEC ↗ |
| 21 | UBS Group AG | 153,932 | 8M | -7,693 | -4.8% | 27Q | SEC ↗ |
| 22 | Financially Speaking Inc | 150,614 | 7M | +29 | +0.0% | 7Q | SEC ↗ |
| 23 | TABLEAUX LLC | 136,677 | 7M | +4,310 | +3.3% | 5Q | SEC ↗ |
| 24 | RCS Financial Planning, LLC | 125,130 | 6M | +2,225 | +1.8% | 7Q | SEC ↗ |
| 25 | Arete Wealth Advisors, LLC | 119,876 | 6M | -629 | -0.5% | 29Q | SEC ↗ |
| 26 | Kraft, Davis & Associates, LLC | 112,561 | 6M | -3,286 | -2.8% | 13Q | SEC ↗ |
| 27 | PLANNING DIRECTIONS INC | 110,473 | 5M | -9,436 | -7.9% | 11Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 104,025 | 5M | -30,308 | -22.6% | 29Q | SEC ↗ |
| 29 | HOWARD WEALTH MANAGEMENT, LLC | 102,249 | 5M | +39,765 | +63.6% | 5Q | SEC ↗ |
| 30 | Prime Capital Investment Advisors, LLC | 95,270 | 5M | +2,671 | +2.9% | 9Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 93,083 | 5M | +9,709 | +11.6% | 12Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 84,869 | 4M | -15,053 | -15.1% | 12Q | SEC ↗ |
| 33 | Lakeridge Wealth Management LLC | 80,545 | 4M | +6,333 | +8.5% | 8Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 78,345 | 4M | +66,070 | +538.2% | 12Q | SEC ↗ |
| 35 | LOWERY THOMAS, LLC | 74,205 | 4M | -1,235 | -1.6% | 8Q | SEC ↗ |
| 36 | Huntleigh Advisors, Inc. | 73,273 | 4M | -30,501 | -29.4% | 5Q | SEC ↗ |
| 37 | Cottage Street Advisors LLC | 69,659 | 3M | +6,953 | +11.1% | 4Q | SEC ↗ |
| 38 | Fortis Capital Management LLC | 69,149 | 3M | +3,635 | +5.5% | 2Q | SEC ↗ |
| 39 | NWF Advisory Services Inc. | 68,816 | 3M | -2,457 | -3.4% | 11Q | SEC ↗ |
| 40 | PERSPECTIVE WEALTH ADVISORS LLC | 68,508 | 3M | -55,077 | -44.6% | 3Q | SEC ↗ |
| 41 | Great Lakes Retirement, Inc. | 65,650 | 3M | +3,747 | +6.1% | 8Q | SEC ↗ |
| 42 | Cambridge Investment Research Advisors | 61,112 | 3M | -19,060 | -23.8% | 15Q | SEC ↗ |
| 43 | Snowden Capital Advisors LLC | 55,800 | 3M | +3,200 | +6.1% | 11Q | SEC ↗ |
| 44 | Strategic Blueprint, LLC | 43,160 | 2M | +3,488 | +8.8% | 26Q | SEC ↗ |
| 45 | Burnham & Co LLC NEW | 43,014 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Schwallier Wealth Management LLC | 38,577 | 2M | -3,128 | -7.5% | 3Q | SEC ↗ |
| 47 | Trask Adam Roland NEW | 36,444 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | TradeWell Securities, LLC. | 36,024 | 2M | +2,865 | +8.6% | 7Q | SEC ↗ |
| 49 | World Investment Advisors | 34,255 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 50 | Kastel Capital Advisors, LLC NEW | 34,048 | 2M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 304,171 | 15M |
| Burnham & Co LLC | 43,014 | 2M |
| Trask Adam Roland | 36,444 | 2M |
| Kastel Capital Advisors, LLC | 34,048 | 2M |
| PFG Advisors | 30,696 | 2M |
| Meadowbrook Advisors Group, LLC | 11,263 | 560K |
| Ameritas Advisory Services, LLC | 9,667 | 481K |
| J.W. COLE ADVISORS, INC. | 6,802 | 338K |
| Global Retirement Partners, LLC | 6,640 | 330K |
| OmniStar Financial Group, Inc. | 5,662 | 282K |
| CWM, LLC | 4,774 | 238K |
| RASP WEALTH SOLUTIONS, LLC | 4,524 | 225K |
| GK Wealth Management LLC | 4,416 | 220K |
| Aptus Capital Advisors, LLC | 1,858 | 92K |
| Capital Investment Advisory Service | 1,858 | 92K |
| BLUELINE ADVISORS LLC | 859 | 43K |
| MERCER GLOBAL ADVISORS INC /ADV | 751 | 37K |
| Private Wealth Asset Management, LL | 20 | 1K |
| COMPASS FINANCIAL MANAGEMENT LLC | 9 | 0K |
| Integrated Wealth Concepts LLC | 8 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 214,147 | 11M |
| FOUNDATIONS INVESTMENT ADVISORS, LL | 165,588 | 8M |
| Cedar Point Capital Partners, LLC | 126,328 | 6M |
| PLANWISER FINANCIAL, LLC | 109,018 | 5M |
| Mariner, LLC | 84,993 | 4M |
| FLOW TRADERS U.S. LLC | 44,772 | 2M |
| GOLDMAN SACHS GROUP INC | 41,490 | 2M |
| FIDELIS CAPITAL PARTNERS, LLC | 34,690 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 32,909 | 2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 19,859 | 988K |
| Sugar Maple Asset Management, LLC | 15,608 | 777K |
| Andrew Hill Investment Advisors, In | 13,061 | 650K |
| Mach-1 Financial Group, LLC | 9,801 | 488K |
| TWO SIGMA SECURITIES, LLC | 9,395 | 467K |
| Prospera Financial Services Inc | 6,795 | 338K |
| HERBST GROUP, LLC | 6,649 | 331K |
| Parkside Investments, LLC | 6,500 | 323K |
| Main Street Financial Solutions, LL | 5,747 | 286K |
| Accelerate Investment Advisors LLC | 4,283 | 213K |
| OPPENHEIMER & CO INC | 4,193 | 209K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +8,863,473 | +92260.6% | 8,873,080 |
| JANE STREET GROUP, LLC | +231,644 | +360.3% | 295,935 |
| Stratos Wealth Partners, LTD. | +214,797 | +2038.1% | 225,336 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +205,895 | +40771.3% | 206,400 |
| WELLS FARGO & COMPANY/MN | +170,194 | +15.8% | 1,245,406 |
| Kestra Advisory Services, LLC | +104,206 | +34.5% | 406,348 |
| OSAIC HOLDINGS, INC. | +81,985 | +49.7% | 246,964 |
| Athena Wealth Management, LLC | +73,167 | +9.9% | 812,484 |
| JPMORGAN CHASE & CO | +66,070 | +538.2% | 78,345 |
| MML INVESTORS SERVICES, LLC | +40,736 | +15.9% | 297,206 |
| HOWARD WEALTH MANAGEMENT, LLC | +39,765 | +63.6% | 102,249 |
| Sowell Financial Services LLC | +36,848 | +24.8% | 185,411 |
| AE Wealth Management LLC | +27,406 | +6.4% | 454,714 |
| RAYMOND JAMES FINANCIAL INC | +19,408 | +2.2% | 890,174 |
| ENVESTNET ASSET MANAGEMENT INC | +18,496 | +9.8% | 207,532 |
| Elm3 Financial Group, LLC | +12,301 | +112.3% | 23,250 |
| HighTower Advisors, LLC | +9,709 | +11.6% | 93,083 |
| WealthTrust Axiom LLC | +8,672 | +4.9% | 185,258 |
| HRT FINANCIAL LP | +7,442 | +38.8% | 26,639 |
| LPL Financial LLC | +7,260 | +1.4% | 525,613 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -154,670 | -18.3% | 689,383 |
| MORGAN STANLEY | -109,576 | -31.2% | 241,780 |
| PERSPECTIVE WEALTH ADVISORS LLC | -55,077 | -44.6% | 68,508 |
| Huntleigh Advisors, Inc. | -30,501 | -29.4% | 73,273 |
| ROYAL BANK OF CANADA | -30,308 | -22.6% | 104,025 |
| Cambridge Investment Research Advis | -19,060 | -23.8% | 61,112 |
| BANK OF AMERICA CORP /DE | -16,162 | -5.0% | 309,601 |
| Cetera Investment Advisers | -15,053 | -15.1% | 84,869 |
| FCG Investment Co | -14,617 | -35.2% | 26,905 |
| TOUNJIAN ADVISORY PARTNERS, LLC | -13,954 | -99.8% | 28 |
| PLANNING DIRECTIONS INC | -9,436 | -7.9% | 110,473 |
| UBS Group AG | -7,693 | -4.8% | 153,932 |
| FORONJY FINANCIAL LLC | -5,938 | -41.6% | 8,336 |
| Kraft, Davis & Associates, LLC | -3,286 | -2.8% | 112,561 |
| Schwallier Wealth Management LLC | -3,128 | -7.5% | 38,577 |
| NWF Advisory Services Inc. | -2,457 | -3.4% | 68,816 |
| Meridian Wealth Management, LLC | -1,396 | -9.5% | 13,352 |
| Elevated Capital Advisors, LLC | -1,344 | -62.2% | 818 |
| LOWERY THOMAS, LLC | -1,235 | -1.6% | 74,205 |
| Essex Financial Services, Inc. | -970 | -8.1% | 10,980 |