Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q1 2025 (March 31)87holders +5
14new positions
9sold out
1famous investor
$50.12avg. 13F price*
At the end of Q1 2025, 87 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings, up 5 from Q4 2024. 14 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($58.0M), Commonwealth Equity Services, LLC ($23.6M) and LPL Financial LLC ($19.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.9M |
| Exits | 9 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,024,499 shares bought and 337,739 shares sold, net +686,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| Wells Fargo & Company | 0.01% | Add +3.2% | 1,157,941 | $58.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +41.5% | 469,963 | $23.6M |
| LPL Financial LLC | 0.01% | Add +31.0% | 397,435 | $19.9M |
| AE Wealth Management LLC | 0.14% | Add +9.0% | 322,664 | $16.2M |
| Bank of America Corp. | 0.00% | Add +2.8% | 236,929 | $11.9M |
| Morgan Stanley | 0.00% | Add +2.0% | 180,725 | $9.1M |
| UBS Group AG | 0.00% | Add +6.1% | 172,749 | $8.7M |
| Prime Capital Investment Advisors, LLC | 0.09% | Add +25.8% | 159,095 | $8.0M |
| Cedar Point Capital Partners, LLC | 5.08% | Add +0.2% | 150,916 | $7.6M |
| Archer Investment Management, LLC | 5.13% | Add +7.7% | 147,956 | $7.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +226.2% | 132,189 | $6.6M |
| Avestar Capital, LLC | 0.61% | New | 128,054 | $6.4M |
| Foundations Investment Advisors, LLC | 0.10% | Add +286.6% | 111,018 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.9% | 109,122 | $5.5M |
| RCS Financial Planning, LLC | 2.66% | Add +3.2% | 100,126 | $5.0M |
| Planning Directions Inc. | 2.13% | Add +22.4% | 99,297 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +170.5% | 88,616 | $4.4M |
| NWF Advisory Services Inc. | 0.59% | Reduce -48.8% | 84,109 | $4.2M |
| Arete Wealth Advisors, LLC | 0.30% | Add +11.7% | 77,224 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +64.3% | 76,101 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.0% | 73,229 | $3.7M |
| Lowery Thomas, LLC | 2.25% | Add +0.1% | 65,547 | $3.3M |
| Fig Financial Advisory Services Inc. | 2.32% | New | 65,525 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +18.9% | 55,790 | $2.8M |
| Snowden Capital Advisors LLC | 0.08% | Add +7.0% | 52,200 | $2.6M |
| Lakeridge Wealth Management LLC | 1.20% | Add +62.9% | 48,030 | $2.4M |
| Financially Speaking Inc | 1.72% | Reduce -14.0% | 46,630 | $2.3M |
| Great Lakes Retirement, Inc. | 0.29% | Reduce -4.9% | 44,694 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.2% | 41,115 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +14.9% | 38,793 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +27.0% | 35,596 | $1.8M |
| WealthTrust Axiom LLC | 0.52% | New | 34,386 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 30,430 | $1.5M |
| Flavin Financial Services, Inc. | 1.23% | Add +10.3% | 26,756 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +115.9% | 22,351 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -61.0% | 21,861 | $1.1M |
| Kraft, Davis & Associates, LLC | 0.35% | Reduce -1.1% | 21,740 | $1.1M |
| TradeWell Securities, LLC. | 0.60% | Add +20.4% | 21,624 | $1.1M |
| Anson Capital, Inc. | 0.87% | Reduce -87.3% | 20,158 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Reduce -44.4% | 17,466 | $875K |
| Genesee Capital Advisors, LLC | 0.43% | Add +0.8% | 17,002 | $852K |
| Tounjian Advisory Partners, LLC | 0.15% | — | 16,460 | $825K |
| Elm3 Financial Group, LLC | 0.52% | Add +3.7% | 11,743 | $589K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 11,569 | $578K |
| Guidance Capital, Inc. | 0.16% | Add +12.0% | 10,654 | $532K |
| Principal Securities, Inc. | 0.01% | No change | 9,569 | $478K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 9,100 | $456K |
| Seed Wealth Management, Inc. | 0.35% | No change | 8,700 | $436K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 8,449 | $423K |
| Sugar Maple Asset Management, LLC | 0.33% | Add +0.2% | 8,429 | $422K |
| Tepp RIA, LLC | 0.57% | New | 8,407 | $421K |
| Seldon Capital LP | 0.25% | No change | 8,075 | $405K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 7,880 | $395K |
| Strategic Blueprint, LLC | 0.02% | Add +39.4% | 7,581 | $380K |
| Independent Financial Group, LLC | 0.01% | No change | 7,500 | $376K |
| GWN Securities Inc. | 0.02% | Add +49.2% | 7,285 | $365K |
| Mach-1 Financial Group, LLC | 0.11% | Add +28.4% | 7,148 | $358K |
| &partners | 0.00% | Add +5.2% | 6,720 | $337K |
| New England Private Wealth Advisors LLC | 0.05% | Add +1.2% | 6,282 | $315K |
| Virtus Wealth Solutions LLC | 0.09% | Reduce -6.6% | 6,029 | $302K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +13.2% | 5,929 | $297K |
| Advisory Services Network, LLC | 0.01% | No change | 5,170 | $259K |
| Absolute Capital Management, LLC | 0.15% | Add +3.0% | 5,104 | $256K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,562 | $229K |
| Flow Traders U.S. LLC | 0.01% | New | 4,529 | $227K |
| Addison Capital Co | 0.09% | New | 4,479 | $224K |
| Riverstone Advisors, LLC | 0.12% | New | 4,000 | $200K |
| FMR LLC | 0.00% | Add +57.0% | 3,403 | $171K |
| Colonial Trust Co / SC | 0.03% | No change | 3,275 | $164K |
| JPMorgan Chase & Co. | 0.00% | Add +81.0% | 2,576 | $129K |
| Medallion Wealth Advisors, LLC | 0.05% | New | 2,000 | $100K |
| TD Capital Management LLC | 0.01% | Reduce -37.1% | 1,999 | $100K |
| IFP Advisors, Inc | 0.00% | Add +19.4% | 1,948 | $98K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,831 | $92K |
| Spire Wealth Management | 0.00% | New | 778 | $39K |
| Comerica Bank | 0.00% | No change | 728 | $36K |
| Eastern Bank | 0.00% | No change | 271 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 208 | $10K |
| Sunbelt Securities, Inc. | 0.00% | Add +12.3% | 183 | $9K |
| Arax Advisory Partners | 0.00% | Add +1.4% | 142 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 130 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +26.8% | 52 | $3K |
| Rossby Financial, LCC | 0.00% | New | 29 | $1K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -18.5% | 22 | $1K |
| New Millennium Group LLC | 0.00% | No change | 13 | $676 |
| Tradewinds Capital Management, LLC | 0.00% | Add +14.3% | 8 | $411 |
| Capital A Wealth Management, LLC | 0.00% | No change | 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.