Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q1 2024 (March 31)58holders
$49.97avg. 13F price*
At the end of Q1 2024, 58 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings. The largest holders were Bank of America Corp. ($34.4M), Wells Fargo & Company ($21.3M) and Acute Investment Advisory, LLC ($12.0M).
- Company
- Fidelity Low Durat Fact ETF
- CUSIP
- 316188408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $9.6M |
| Exits | 5 | $2.5M |
Ownership 58 holders
| Bank of America Corp. | 0.00% | Add +278.5% | 688,381 | $34.4M |
| Wells Fargo & Company | 0.01% | Add +51.7% | 426,355 | $21.3M |
| Acute Investment Advisory, LLC | 8.06% | Add +1.7% | 240,623 | $12.0M |
| UBS Group AG | 0.00% | Reduce -23.8% | 221,149 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.2% | 179,804 | $9.0M |
| NWF Advisory Services Inc. | 1.21% | Add +116.0% | 145,253 | $7.3M |
| AE Wealth Management LLC | 0.07% | Add +11.2% | 126,559 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.8% | 125,303 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +22.7% | 119,116 | $6.0M |
| Mariner, LLC | 0.01% | New | 109,739 | $5.5M |
| Cedar Point Capital Partners, LLC | 3.65% | Add +2.9% | 96,109 | $4.8M |
| LPL Financial LLC | 0.00% | Add +7.8% | 93,225 | $4.7M |
| Secure Asset Management, LLC | 1.03% | Add +2.7% | 87,450 | $4.4M |
| Morgan Stanley | 0.00% | Add +5.0% | 82,154 | $4.1M |
| Planning Directions Inc. | 2.13% | Add +93.9% | 61,439 | $3.1M |
| Kraft, Davis & Associates, LLC | 0.82% | Reduce -51.5% | 54,515 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Add +16.1% | 47,000 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +27.4% | 42,076 | $2.1M |
| Arete Wealth Advisors, LLC | 0.19% | Add +1.0% | 41,887 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +99.6% | 35,856 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +174.6% | 32,243 | $1.6M |
| RFP Financial Group LLC | 0.59% | New | 30,071 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +95.2% | 25,178 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.9% | 24,321 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -13.2% | 23,410 | $1.2M |
| Harbour Investments, Inc. | 0.04% | New | 23,322 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +6.3% | 21,028 | $1.0M |
| Brookstone Capital Management | 0.02% | Reduce -5.6% | 17,805 | $890K |
| Genesee Capital Advisors, LLC | 0.39% | Add +1.8% | 14,407 | $720K |
| Castleview Partners, LLC | 0.38% | New | 13,753 | $687K |
| Principal Securities, Inc. | 0.02% | Add +8.3% | 9,762 | $488K |
| Jane Street Group, LLC | 0.00% | Reduce -94.2% | 9,667 | $483K |
| Two Sigma Securities, LLC | 0.02% | New | 9,158 | $458K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.5% | 8,809 | $440K |
| Birchcreek Wealth Management, LLC | 0.23% | Reduce -11.2% | 8,705 | $435K |
| Seed Wealth Management, Inc. | 0.42% | No change | 8,700 | $434K |
| Sugar Maple Asset Management, LLC | 0.41% | — | 8,496 | $425K |
| Seldon Capital LP | 0.24% | No change | 8,075 | $404K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 7,880 | $394K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.7% | 5,627 | $281K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.5% | 5,086 | $254K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.6% | 4,865 | $243K |
| Flow Traders U.S. LLC | 0.01% | New | 4,626 | $231K |
| Shufro Rose & Co. LLC | 0.02% | No change | 4,400 | $220K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.0% | 4,236 | $212K |
| Colonial Trust Co / SC | 0.03% | No change | 3,275 | $164K |
| TD Capital Management LLC | 0.02% | Add +197.6% | 3,050 | $152K |
| Cwm, LLC | 0.00% | New | 1,250 | $62K |
| IFP Advisors, Inc | 0.00% | Add +1.4% | 1,141 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.1% | 1,070 | $53K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +1.2% | 951 | $48K |
| JPMorgan Chase & Co. | 0.00% | Add +16.6% | 661 | $33K |
| Sunbelt Securities, Inc. | 0.00% | No change | 208 | $10K |
| Arax Advisory Partners | 0.00% | Add +1.5% | 134 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 123 | $6K |
| Comerica Bank | 0.00% | No change | 99 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +2.2% | 47 | $2K |
| FMR LLC | 0.00% | Add +45.2% | 45 | $2K |
"% of holder's portfolio" is FLDR's weight in each manager's 13F, not the share of Fidelity Low Durat Fact ETF the manager owns.