Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q2 2024 (June 30)63holders +5
10new positions
6sold out
1famous investor
$49.88avg. 13F price*
At the end of Q2 2024, 63 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings, up 5 from Q1 2024. 10 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($33.0M), Bank of America Corp. ($13.4M) and Commonwealth Equity Services, LLC ($13.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Low Durat Fact ETF
- CUSIP
- 316188408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $12.0M |
| Exits | 6 | $13.9M |
All 13F filers, Q1 2024 → Q2 2024: 983,810 shares bought and 934,196 shares sold, net +49,614 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Wells Fargo & Company | 0.01% | Add +55.0% | 660,990 | $33.0M |
| Bank of America Corp. | 0.00% | Reduce -61.1% | 267,961 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +46.9% | 264,191 | $13.2M |
| UBS Group AG | 0.00% | Reduce -6.0% | 207,992 | $10.4M |
| Morgan Stanley | 0.00% | Add +84.8% | 151,831 | $7.6M |
| NWF Advisory Services Inc. | 1.17% | Add +1.8% | 147,816 | $7.4M |
| AE Wealth Management LLC | 0.07% | Add +14.5% | 144,895 | $7.2M |
| Cedar Point Capital Partners, LLC | 5.09% | Add +41.8% | 136,291 | $6.8M |
| LPL Financial LLC | 0.00% | Add +45.3% | 135,461 | $6.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +434.9% | 125,208 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +3.0% | 122,666 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | New | 111,187 | $5.5M |
| Secure Asset Management, LLC | 0.95% | Add +15.3% | 100,795 | $5.0M |
| Prime Capital Investment Advisors, LLC | 0.07% | New | 98,796 | $4.9M |
| Planning Directions Inc. | 2.64% | Add +26.5% | 77,724 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.7% | 71,854 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +68.3% | 60,350 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +470.2% | 55,122 | $2.8M |
| Kraft, Davis & Associates, LLC | 0.81% | Reduce -2.2% | 53,295 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Add +10.4% | 51,900 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +101.5% | 42,380 | $2.1M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -1.3% | 41,352 | $2.1M |
| Royal Bank of Canada | 0.00% | Add +41.7% | 35,675 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -25.6% | 31,305 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -20.9% | 25,502 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.5% | 24,941 | $1.1M |
| Genesee Capital Advisors, LLC | 0.36% | Add +1.4% | 14,606 | $729K |
| Birchcreek Wealth Management, LLC | 0.39% | Add +60.5% | 13,973 | $697K |
| Harbour Investments, Inc. | 0.02% | Reduce -43.3% | 13,223 | $660K |
| Citadel Advisors | 0.00% | New | 9,821 | $490K |
| Principal Securities, Inc. | 0.01% | No change | 9,762 | $487K |
| Guidance Capital, Inc. | 0.16% | New | 9,511 | $476K |
| Seed Wealth Management, Inc. | 0.38% | No change | 8,700 | $434K |
| Sugar Maple Asset Management, LLC | 0.41% | Reduce -0.0% | 8,494 | $424K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.5% | 8,409 | $420K |
| Seldon Capital LP | 0.23% | No change | 8,075 | $403K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 7,880 | $393K |
| Mariner, LLC | 0.00% | Reduce -93.9% | 6,662 | $333K |
| Shufro Rose & Co. LLC | 0.03% | Add +45.5% | 6,400 | $319K |
| Ritholtz Wealth Management | 0.01% | New | 5,524 | $276K |
| Strategic Blueprint, LLC | 0.02% | Add +6.3% | 5,409 | $270K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.7% | 5,248 | $262K |
| Castleview Partners, LLC | 0.13% | Reduce -68.0% | 4,408 | $220K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 4,237 | $211K |
| MN Wealth Advisors, LLC | 0.12% | New | 4,037 | $202K |
| RFP Financial Group LLC | 0.07% | Reduce -87.2% | 3,856 | $192K |
| Colonial Trust Co / SC | 0.03% | No change | 3,275 | $164K |
| TD Capital Management LLC | 0.02% | Add +1.4% | 3,092 | $154K |
| IFP Advisors, Inc | 0.00% | Add +40.3% | 1,601 | $80K |
| JPMorgan Chase & Co. | 0.00% | Add +67.2% | 1,105 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,070 | $53K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +6.4% | 1,012 | $51K |
| FMR LLC | 0.00% | Add +2071.1% | 977 | $49K |
| Brown Brothers Harriman & Co. | 0.00% | New | 600 | $30K |
| Coppell Advisory Solutions LLC | 0.00% | — | 217 | $11K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -21.6% | 163 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 158 | $8K |
| Arax Advisory Partners | 0.00% | Add +1.5% | 136 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.6% | 125 | $6K |
| Gradient Investments LLC | 0.00% | New | 117 | $6K |
| Comerica Bank | 0.00% | No change | 99 | $5K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -29.8% | 33 | $2K |
| New Millennium Group LLC | 0.00% | New | 13 | $673 |
"% 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.