Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q3 2024 (September 30)66holders +3
13new positions
10sold out
1famous investor
$50.21avg. 13F price*
At the end of Q3 2024, 66 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings, up 3 from Q2 2024. 13 opened new positions and 10 sold out. The largest holders were Wells Fargo & Company ($49.9M), Commonwealth Equity Services, LLC ($12.3M) and Bank of America Corp. ($12.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.0M |
| Exits | 10 | $4.7M |
All 13F filers, Q2 2024 → Q3 2024: 713,705 shares bought and 477,749 shares sold, net +235,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Wells Fargo & Company | 0.01% | Add +50.2% | 993,092 | $49.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.1% | 245,386 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -10.8% | 239,030 | $12.0M |
| LPL Financial LLC | 0.01% | Add +71.0% | 231,661 | $11.6M |
| UBS Group AG | 0.00% | Reduce -6.4% | 194,733 | $9.8M |
| AE Wealth Management LLC | 0.07% | Add +6.4% | 154,211 | $7.7M |
| NWF Advisory Services Inc. | 1.11% | Add +2.8% | 151,941 | $7.6M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 150,373 | $7.6M |
| Cedar Point Capital Partners, LLC | 4.92% | Add +4.7% | 142,644 | $7.2M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +16.4% | 115,050 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.7% | 94,775 | $4.8M |
| Planning Directions Inc. | 2.39% | Add +2.7% | 79,796 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 77,636 | $3.9M |
| Arete Wealth Advisors, LLC | 0.29% | Add +63.8% | 67,752 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.4% | 54,043 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.7% | 49,240 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -5.8% | 48,900 | $2.5M |
| Lowery Thomas, LLC | 1.66% | New | 48,636 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +8.7% | 46,058 | $2.3M |
| Great Lakes Retirement, Inc. | 0.29% | New | 45,617 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +22.8% | 43,800 | $2.2M |
| Kraft, Davis & Associates, LLC | 0.51% | Reduce -35.9% | 34,180 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +31.6% | 32,832 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +4.4% | 32,678 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +16.8% | 29,786 | $1.5M |
| Family Asset Management, LLC | 0.75% | New | 24,678 | $1.2M |
| Secure Asset Management, LLC | 0.16% | Reduce -81.6% | 18,571 | $932K |
| Genesee Capital Advisors, LLC | 0.42% | Add +18.3% | 17,279 | $868K |
| Foundations Investment Advisors, LLC | 0.02% | New | 14,817 | $744K |
| Smithfield Trust Co | 0.03% | New | 12,634 | $635K |
| Citadel Advisors | 0.00% | Add +24.4% | 12,212 | $613K |
| Flow Traders U.S. LLC | 0.03% | New | 10,934 | $549K |
| Principal Securities, Inc. | 0.01% | Add +5.9% | 10,337 | $519K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -91.8% | 10,281 | $516K |
| Harbour Investments, Inc. | 0.02% | Reduce -24.5% | 9,978 | $501K |
| Sugar Maple Asset Management, LLC | 0.43% | Add +15.3% | 9,795 | $492K |
| Guidance Capital, Inc. | 0.15% | No change | 9,511 | $477K |
| Seed Wealth Management, Inc. | 0.35% | No change | 8,700 | $437K |
| Advisory Services Network, LLC | 0.01% | No change | 8,409 | $420K |
| Mach-1 Financial Group, LLC | 0.25% | New | 8,187 | $411K |
| Seldon Capital LP | 0.23% | No change | 8,075 | $405K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 7,880 | $396K |
| Independent Financial Group, LLC | 0.01% | New | 7,500 | $377K |
| Shufro Rose & Co. LLC | 0.03% | No change | 6,400 | $319K |
| Strategic Blueprint, LLC | 0.02% | Add +0.6% | 5,439 | $273K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.2% | 4,607 | $231K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.9% | 4,276 | $215K |
| Lakeridge Wealth Management LLC | 0.12% | New | 4,270 | $214K |
| Colonial Trust Co / SC | 0.03% | No change | 3,275 | $164K |
| TD Capital Management LLC | 0.02% | Add +1.5% | 3,137 | $157K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +161.7% | 2,800 | $141K |
| First Community Trust NA | 0.09% | New | 2,274 | $114K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 1,616 | $81K |
| JPMorgan Chase & Co. | 0.00% | Add +42.3% | 1,572 | $79K |
| Comerica Bank | 0.00% | Add +502.0% | 596 | $30K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 397 | $20K |
| FMR LLC | 0.00% | Reduce -75.5% | 239 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 217 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -79.5% | 208 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 163 | $8K |
| Arax Advisory Partners | 0.00% | Add +1.5% | 138 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.6% | 127 | $6K |
| Cwm, LLC | 0.00% | New | 32 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 33 | $2K |
| New Millennium Group LLC | 0.00% | No change | 13 | $677 |
| Tradewinds Capital Management, LLC | 0.00% | New | 7 | $358 |
"% 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.