Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q4 2024 (December 31)82holders +16
12new positions
5sold out
1famous investor
$49.95avg. 13F price*
At the end of Q4 2024, 82 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings, up 16 from Q3 2024. 12 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($56.0M), Commonwealth Equity Services, LLC ($16.6M) and LPL Financial LLC ($15.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $17.0M |
| Exits | 5 | $1.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,032,158 shares bought and 196,394 shares sold, net +835,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Wells Fargo & Company | 0.01% | Add +13.0% | 1,121,876 | $56.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +35.4% | 332,214 | $16.6M |
| LPL Financial LLC | 0.01% | Add +30.9% | 303,315 | $15.1M |
| AE Wealth Management LLC | 0.13% | Add +91.9% | 295,931 | $14.8M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 230,525 | $11.5M |
| Morgan Stanley | 0.00% | Add +17.8% | 177,104 | $8.8M |
| NWF Advisory Services Inc. | 1.21% | Add +8.1% | 164,292 | $8.2M |
| UBS Group AG | 0.00% | Reduce -16.4% | 162,835 | $8.1M |
| Anson Capital, Inc. | 6.90% | New | 158,601 | $7.9M |
| Cedar Point Capital Partners, LLC | 5.09% | Add +5.6% | 150,578 | $7.5M |
| Archer Investment Management, LLC | 4.22% | — | 137,358 | $6.9M |
| Prime Capital Investment Advisors, LLC | 0.09% | Add +9.9% | 126,487 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +25.0% | 118,500 | $5.9M |
| RCS Financial Planning, LLC | 2.59% | New | 97,051 | $4.9M |
| Planning Directions Inc. | 2.35% | Add +1.7% | 81,161 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +44.1% | 77,895 | $3.9M |
| Arete Wealth Advisors, LLC | 0.25% | Add +2.0% | 69,131 | $3.5M |
| Lowery Thomas, LLC | 2.13% | Add +34.7% | 65,512 | $3.3M |
| Citadel Advisors | 0.00% | Add +358.8% | 56,026 | $2.8M |
| Financially Speaking Inc | 1.84% | — | 54,212 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -0.2% | 48,800 | $2.4M |
| Great Lakes Retirement, Inc. | 0.30% | Add +3.0% | 46,988 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.9% | 46,914 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +41.7% | 46,318 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.4% | 40,528 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -55.2% | 34,781 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 33,749 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -25.2% | 32,765 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Add +214.7% | 31,396 | $1.6M |
| Lakeridge Wealth Management LLC | 0.76% | Add +590.7% | 29,494 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Add +93.8% | 28,718 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -5.9% | 28,025 | $1.4M |
| Flavin Financial Services, Inc. | 1.15% | — | 24,250 | $1.2M |
| Kraft, Davis & Associates, LLC | 0.31% | Reduce -35.7% | 21,979 | $1.1M |
| Secure Asset Management, LLC | 0.14% | Add +0.3% | 18,627 | $930K |
| TradeWell Securities, LLC. | 0.46% | — | 17,953 | $896K |
| Genesee Capital Advisors, LLC | 0.39% | Reduce -2.4% | 16,866 | $842K |
| Ameritas Advisory Services, LLC | 0.02% | New | 11,569 | $578K |
| Elm3 Financial Group, LLC | 0.48% | — | 11,326 | $566K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,405 | $520K |
| Raymond James Financial Inc. | 0.00% | — | 10,353 | $517K |
| Principal Securities, Inc. | 0.01% | Reduce -7.4% | 9,569 | $478K |
| Guidance Capital, Inc. | 0.15% | No change | 9,511 | $476K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +217.9% | 8,900 | $444K |
| Seed Wealth Management, Inc. | 0.35% | No change | 8,700 | $434K |
| Sugar Maple Asset Management, LLC | 0.32% | Reduce -14.1% | 8,413 | $420K |
| Seldon Capital LP | 0.17% | No change | 8,075 | $403K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 7,880 | $393K |
| Independent Financial Group, LLC | 0.01% | No change | 7,500 | $374K |
| Virtus Wealth Solutions LLC | 0.08% | — | 6,458 | $322K |
| &partners | 0.00% | New | 6,391 | $319K |
| New England Private Wealth Advisors LLC | 0.05% | New | 6,206 | $310K |
| Mach-1 Financial Group, LLC | 0.50% | Reduce -32.0% | 5,565 | $278K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.0% | 5,438 | $272K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +22.5% | 5,240 | $262K |
| Advisory Services Network, LLC | 0.00% | Reduce -38.5% | 5,170 | $258K |
| Absolute Capital Management, LLC | 0.14% | New | 4,957 | $248K |
| GWN Securities Inc. | 0.07% | — | 4,884 | $244K |
| HRT Financial LP | 0.00% | New | 4,818 | $240K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.5% | 4,688 | $234K |
| Independent Advisor Alliance | 0.00% | New | 4,106 | $205K |
| Colonial Trust Co / SC | 0.02% | No change | 3,275 | $164K |
| TD Capital Management LLC | 0.02% | Add +1.3% | 3,178 | $159K |
| First Community Trust NA | 0.08% | No change | 2,274 | $114K |
| Global Retirement Partners, LLC | 0.00% | New | 2,237 | $112K |
| FMR LLC | 0.00% | Add +806.7% | 2,167 | $108K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 1,632 | $81K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.5% | 1,423 | $71K |
| Comerica Bank | 0.00% | Add +22.1% | 728 | $36K |
| Eastern Bank | 0.00% | New | 271 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 217 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 208 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 163 | $8K |
| Arax Advisory Partners | 0.00% | Add +1.4% | 140 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.6% | 129 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -75.6% | 97 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 41 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -18.2% | 27 | $1K |
| FLP Wealth Management, LLC | 0.00% | — | 14 | $710 |
| New Millennium Group LLC | 0.00% | No change | 13 | $673 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 7 | $371 |
| Capital A Wealth Management, LLC | 0.00% | — | 3 | $150 |
"% 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.