FLRG Institutional Ownership
Fidelity U.S. Multifactor ETF
1W: +0.0%
1M: -1.8%
3M: +1.6%
YTD: +9.6%
1Y: +8.6%
3Y: +68.5%
5Y: +73.9%
$41.61
+0.17 (+0.42%)
Weekly Expected Move ±1.3%
$40
$41
$42
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLRG
51
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
171M
Total Invested
8
New Positions
22
Increased
14
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 2,029,687 | $84M | -70,714 | -3.4% | 8Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 722,984 | $30M | -31,642 | -4.2% | 19Q | SEC ↗ |
| 3 | Berman McAleer LLC | 331,532 | $14M | +8,581 | +2.7% | 4Q | SEC ↗ |
| 4 | Advisory Services Network, LLC | 217,760 | $9M | +53,517 | +32.6% | 6Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 180,687 | $8M | +1,473 | +0.8% | 7Q | SEC ↗ |
| 6 | Centennial Wealth Advisory LLC | 83,823 | $3M | -653 | -0.8% | 8Q | SEC ↗ |
| 7 | Western Wealth Management, LLC | 77,080 | $3M | +5,043 | +7.0% | 2Q | SEC ↗ |
| 8 | Kestra Advisory Services, LLC | 50,855 | $2M | -21,359 | -29.6% | 6Q | SEC ↗ |
| 9 | PRINCIPAL SECURITIES, INC. | 49,438 | $2M | -2,562 | -4.9% | 11Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 46,168 | $2M | +30,134 | +187.9% | 7Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,045 | $2M | +28,915 | +355.7% | 4Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 36,366 | $2M | +523 | +1.5% | 21Q | SEC ↗ |
| 13 | World Investment Advisors | 31,348 | $1M | — | +0.0% | 11Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 29,743 | $1M | +546 | +1.9% | 5Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC NEW | 28,635 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Sovran Advisors, LLC | 28,254 | $1M | +1,408 | +5.2% | 7Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 23,535 | $979K | +529 | +2.3% | 10Q | SEC ↗ |
| 18 | FMR LLC | 23,017 | $958K | +1,528 | +7.1% | 11Q | SEC ↗ |
| 19 | LPL Financial LLC | 13,653 | $568K | -196 | -1.4% | 8Q | SEC ↗ |
| 20 | MORGAN STANLEY | 12,691 | $528K | +12,690 | +1269000.0% | 2Q | SEC ↗ |
| 21 | CreativeOne Wealth, LLC | 11,843 | $493K | -474 | -3.8% | 4Q | SEC ↗ |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | 11,546 | $480K | +1,670 | +16.9% | 4Q | SEC ↗ |
| 23 | Williams & Novak, LLC | 10,341 | $430K | +312 | +3.1% | 5Q | SEC ↗ |
| 24 | Beacon Capital Management, LLC | 10,061 | $419K | +1,559 | +18.3% | 2Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 9,610 | $400K | +5,372 | +126.8% | 6Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 9,487 | $395K | -1,199 | -11.2% | 10Q | SEC ↗ |
| 27 | Mutual Advisors, LLC | 7,623 | $317K | -20 | -0.3% | 4Q | SEC ↗ |
| 28 | Savvy Advisors, Inc. | 7,406 | $308K | +1,400 | +23.3% | 4Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 6,899 | $287K | +1,346 | +24.2% | 2Q | SEC ↗ |
| 30 | High Point Wealth Management, LLC | 6,244 | $260K | +20 | +0.3% | 3Q | SEC ↗ |
| 31 | BRIGHTON JONES LLC NEW | 6,076 | $253K | — | +0.0% | 1Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 5,320 | $221K | +320 | +6.4% | 5Q | SEC ↗ |
| 33 | Alliance Wealth Advisors, LLC NEW | 5,068 | $211K | — | +0.0% | 1Q | SEC ↗ |
| 34 | UBS Group AG | 4,744 | $197K | +3,018 | +174.9% | 4Q | SEC ↗ |
| 35 | HARBOUR INVESTMENTS, INC. | 1,440 | $60K | +1 | +0.1% | 5Q | SEC ↗ |
| 36 | EVOLUTION WEALTH MANAGEMENT INC. | 1,436 | $60K | — | +0.0% | 5Q | SEC ↗ |
| 37 | Sunbelt Securities, Inc. | 913 | $38K | +3 | +0.3% | 13Q | SEC ↗ |
| 38 | Federation des caisses Desjardins du Q | 640 | $27K | — | +0.0% | 5Q | SEC ↗ |
| 39 | IFG Advisory, LLC NEW | 526 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 40 | CWM, LLC | 495 | $21K | — | +0.0% | 3Q | SEC ↗ |
| 41 | BANK OF MONTREAL /CAN | 490 | $20K | — | +0.0% | 9Q | SEC ↗ |
| 42 | Private Wealth Asset Management, LLC NEW | 383 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 43 | NATIONAL BANK OF CANADA /FI | 285 | $12K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Regatta Research & Money Management NEW | 255 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN NEW | 251 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Quest 10 Wealth Builders, Inc. | 115 | $5K | -19 | -14.2% | 7Q | SEC ↗ |
| 47 | Geneos Wealth Management Inc. | 109 | $5K | — | +0.0% | 4Q | SEC ↗ |
| 48 | Key Capital Management, INC NEW | 104 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Raleigh Capital Management Inc. | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Allworth Financial LP | 0 | $0K | -14 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 28,635 | $1M |
| BRIGHTON JONES LLC | 6,076 | $253K |
| Alliance Wealth Advisors, LLC | 5,068 | $211K |
| IFG Advisory, LLC | 526 | $22K |
| Private Wealth Asset Management, LL | 383 | $16K |
| Regatta Research & Money Management | 255 | $11K |
| WELLS FARGO & COMPANY/MN | 251 | $10K |
| Key Capital Management, INC | 104 | $4K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 21,100 | $878K |
| ENVESTNET ASSET MANAGEMENT INC | 7,657 | $319K |
| RFG Advisory, LLC | 5,486 | $228K |
| SILVER OAK SECURITIES, INCORPORATED | 5,461 | $227K |
| Clarity Asset Management, Inc. | 1,532 | $64K |
| Root Financial Partners, LLC | 415 | $17K |
| NewEdge Advisors, LLC | 405 | $17K |
| HANTZ FINANCIAL SERVICES, INC. | 175 | $7K |
| TD Waterhouse Canada Inc. | 100 | $4K |
| Allworth Financial LP | 14 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Advisory Services Network, LLC | +53,517 | +32.6% | 217,760 |
| CITADEL ADVISORS LLC | +30,134 | +187.9% | 46,168 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +28,915 | +355.7% | 37,045 |
| MORGAN STANLEY | +12,690 | +1269000.0% | 12,691 |
| Berman McAleer LLC | +8,581 | +2.7% | 331,532 |
| JPMORGAN CHASE & CO | +5,372 | +126.8% | 9,610 |
| Western Wealth Management, LLC | +5,043 | +7.0% | 77,080 |
| UBS Group AG | +3,018 | +174.9% | 4,744 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +1,670 | +16.9% | 11,546 |
| Beacon Capital Management, LLC | +1,559 | +18.3% | 10,061 |
| FMR LLC | +1,528 | +7.1% | 23,017 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +1,473 | +0.8% | 180,687 |
| Sovran Advisors, LLC | +1,408 | +5.2% | 28,254 |
| Savvy Advisors, Inc. | +1,400 | +23.3% | 7,406 |
| JANE STREET GROUP, LLC | +1,346 | +24.2% | 6,899 |
| RAYMOND JAMES FINANCIAL INC | +546 | +1.9% | 29,743 |
| Cambridge Investment Research Advis | +529 | +2.3% | 23,535 |
| OSAIC HOLDINGS, INC. | +523 | +1.5% | 36,366 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +320 | +6.4% | 5,320 |
| Williams & Novak, LLC | +312 | +3.1% | 10,341 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -70,714 | -3.4% | 2,029,687 |
| COMMONWEALTH EQUITY SERVICES, LLC | -31,642 | -4.2% | 722,984 |
| Kestra Advisory Services, LLC | -21,359 | -29.6% | 50,855 |
| PRINCIPAL SECURITIES, INC. | -2,562 | -4.9% | 49,438 |
| Cetera Investment Advisers | -1,199 | -11.2% | 9,487 |
| Centennial Wealth Advisory LLC | -653 | -0.8% | 83,823 |
| CreativeOne Wealth, LLC | -474 | -3.8% | 11,843 |
| LPL Financial LLC | -196 | -1.4% | 13,653 |
| Mutual Advisors, LLC | -20 | -0.3% | 7,623 |
| Quest 10 Wealth Builders, Inc. | -19 | -14.2% | 115 |